Congratulations on your decision to start self-directing your hard-earned money by deciding to open a Self-Directed Solo 401(k). By furnishing us with some important information, you can establish your Solo 401(k) plan.
Step 1
Collect and Provide Information
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STEP 2
Make Payment
$650 Setup Fee & Covers the First 12 Months of Plan Document Provider Fees
To Pay on-line, CLICK HERE.
For more on pricing, Click here.
Two ways to pay:
1) Pay online by clicking here.
2) Call us at 800.489.7571 to make payment.
STEP 3
Begin investing!
Upon receipt of above information and payment, we will prepare the solo 401k establishment documents the same day, e-mail the downloand link and assist you in completing the forms and opening the bank or brokerage account(s).
List of Solo 401k | Self-Directed 401k Documents
- Solo 401(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
**Free Self-Directed Solo 401k**
Our self-directed solo 401k plan is now eligible for up to $1,500 in dollar-for-dollar tax credits. Visit here to learn more.
Better Business Bureau Client Review
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