Open a Solo 401k Account

Congratulations on your decision to start self-directing your hard-earned money by deciding to Open a Solo 401k. By furnishing us with some important information, you can establish your Solo 401k | Individual 401k plan conveniently. Here’s what you will need to prepare to open your Solo 401K | Self-Directed 401k account:

Step 1

Collect and Provide Information

STEP 2

Make Payment

Three ways to pay:
1) Pay online by clicking here.
2) Call us at 800.489.7571 to make payment.
3) Fax payment  form to 925-262-2070

STEP 3

Begin investing!

Upon receipt of above information and payment, we will prepare your Solo 401k documents within 24 hours, e-mail them to you and assist you in completing forms and opening bank account(s).

List of Solo 401k | Self-Directed 401k Documents
  • Solo 41(k) Adoption Agreement
  • Solo 401(k)  Trust Agreement
  • Solo 401(k) Plan Document
  • IRS Opinion/Determination Letter 
  • Beneficiary Designation
  • Entity Type Adoption
  • Our Agreement for Services for you to review and accept

Other Forms

  • Solo 401k Participant Loan Forms
  • Transfer/Rollover Forms
  • Bank Guide for opening Solo 401k Checking Account
**Note that you will also be assigned personal Solo 401k Expert for opening Solo 401k and for all future questions and communications.
 
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