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.
Contact Form
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