Annual Fee Also Covers the Following Services

The annual fee covers annual plan document fees including the Year 2020 Required IRS Plan Update where you will be required to sign all new IRS approved plan documents, as well as future IRS required plan updates.

Annual Fee Also Covers the Following Ongoing Support:

  • Year 2020 Required IRS Plan Update.
  • Responding to IRS Compliance Checks-the IRS routinely reviews solo 401(k) plans for compliance with reporting and the solo 401(k) plan rules.
  • Consulting regarding investment rules (e.g., investing in real estate, precious metals, private companies, tax liens, promissory notes, etc.)
  • IRS Form 5500-EZ preparation  When your account balance reaches $250,000. Note: It is  the responsibility of the client to let us know once the account reaches $250K so that we can assist with this tax filing because we don’t have access to your funds.
  • For all annual distributions, preparation of Form 1099-R. Note: It is the responsibility of the client to let us know when they process distributions so that we can assist with this tax filing because we don’t have access to your funds.  
  • 1099-R reporting for In-Plan Conversions to Roth Solo 401k and Conversion of after-tax funds to Roth IRA. Note: It is the responsibility of the client to let us know when they process conversions so that we can assist with this tax filing because we don’t have access to your funds.
  • QDRO review and distribution reporting processing
  • Annual Compliance Support
  • Assignment of Personal Solo 401k Expert for all future questions and communications.
  • Full customer service support including on Saturday
  • Maintaining qualified plan documents
  • Amendments as required to keep up with tax law changes
  • Assistance in setting-up checking account for your Solo 401k
  • Assistance in transferring IRAs or other 401ks into your new solo 401k
  • Computation of plan contribution amounts
  • preparation of plan tax forms
  • interpretation of plan provisions
  • We’re here to help.

    Call: 800-489-7571

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    7:00 am - 5:00 pm PT

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