Self Directed Checkbook 401k Plans for the Self Employed


Solo 401k plan documents


Custom 401k plan and trust documents including IRS determination letter

Electronic document deliveryDocuments are emailed to you


Included in setup fee

Physical document deliveryDocuments are printed and shipped to you in a binder


Optional add on if you'd like a hard copy

Solo 401k annual maintenanceFlat fee annual maintenance


Includes all updates to keep your plan IRS-compliant (billed annually)

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