Terms and Conditions

Self-Directed Checkbook Solo 401k Plans & Self-Directed Checkbook Control IRA LLCs


Any information provided by Solera Plan Services, LLC dba Discount Solo 401k is not intended to be a substitute for professional advice from an accountant, attorney, or qualified tax preparer. Information on our sites is to be used for educational purposes only and is not to be relied upon as tax, legal, or investment advice. This includes but is not limited to information delivered:

  • electronically on websites, whether in writing, audio format, or video format
  • in email communication
  • on pdf documents and other electronic document formats
  • orally via phone conversation and/or recordings

Limitation of Liability

Discount Solo 401k strives to provide accurate information at the time of publishing or presentation. We do not assume any liability for any errors, omissions, or inaccuracies in any product, service, or related materials. We assume no responsibility for loss or damages arising from use of our products, services, or information.

We offer no refunds, guarantees, or warranties, express or implied and our products and services are provided “AS-IS” with no claims made as to the suitability for your specific purpose or needs.

Solo 401k Document Maintenance

Please understand that our 401k services are provided so long as our relationship remains mutually beneficial. Should you fail to pay your annual maintenance fees, or should we suspect non-compliance, we reserve the right to terminate our servicing arrangement. Should this become necessary, we may (at our sole discretion) provide a resolution to terminate the Plan. We may (at our sole discretion) provide language to bring the plan into current compliance. Termination resolutions and plan amendments, if provided, may be subject to additional fees for those who have not paid annual maintenance fees as agreed.

By using our website or materials, you agree to these disclaimers and terms of use. If you do not agree, do no use the site or materials.