100% Confidence – Solo 401k Compliance & Audit Guarantee

Our Solo 401k Compliance & Audit Guarantee

We are 100% committed to providing you the superior service, value and expertise in helping you establish the Best Solo 401k which will allow you to maximize retirement contributions, invest in real estate and other alternative investments, take a 401k participant loan among other incredible features.

With IRS inquiries on the rise, we stand behind this commitment by providing the following guarantee at no additional cost to you as long as you follow our procedures and requirements:

  • Your 401k plan will receive a favorable determination letter from the IRS.
  • Your Solo 401k plan will be established timely and efficiently (e.g. establishment documents emailed to you within 1 business day followed by account setup and any rollovers).
  • Your retirement funds will be transferred to your new 401k without taxes or penalties.
  • Unlimited ongoing access to our expert professionals.
  • A dedicated member of our Senior Compliance Team (led by our Compliance Officer with over 20 years of experience & Harvard Law attorney) to assist you in responding to any IRS plan audit or compliance check.

SOLO 401(K)