Self Directed Solo 401k

Here is what we do for you:

  • Draft plan document;
  • Draft board or member adoption resolution;
  • Obtain EIN (tax id#) for the Solo 401k trust;
  • Assistance with opening up trust bank accounts for new Solo 401k;
  • Free consultation regarding investment options (ie., real estate, private company stock, notes, precious metals, tax liens, etc.);
  • Preparation of Form 1099-R for any distributions. The client is responsible for communicating any distributions as we are not custodians and do not have visibility of your funds;
  • Assistance with transferring IRAs or other retirement accounts to your new Solo 401k;
  • Year round compliance assistance;
  • Directory of investment and compliance forms;
  • Access to full service client support team;
  • Maintenance of qualified plan documents;
  • Amendments to plan documents as necessary; and
  • Assistance with calculation of plan contribution amounts;

If requested we can also provide the following (fees may apply):

  • QDRO analysis and distribution reporting processing;
  • Drafting participant loan forms and approval;
  • Preparation and filing of IRS Form 5500 (if account balance exceeds $250,000).

Please use the form below to see how we can work together.

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