- Complete this on-line form for us to help you report the FULL transfer of PRETAX Solo 401k funds to a Pretax FULL-TIME EMPLOYER PLAN.
- If your plan also holds Roth Solo 401k funds, please also complete the “Full Transfer of Roth Solo 401k Funds to ROTH FULL-TIME EMPLOYER PLAN” online Form found HERE.
- EACH PARTICIPANT: If each participant in the plan holds pretax solo 401k funds, each needs to fill out the on-line distribution form listed below.
IMPORTANT: You generally can only transfer funds from the solo 401k to a full-time employer plan if you are no longer self-employed, or are shutting the plan down because your business has decided to no longer sponsor a solo 401k plan. The IRS may also later inquire as to why you closed the plan down.