Sense Financial as document sponsor

Sense Financial Services is a document sponsor for your Solo 401k.

• We have a prototype document for the 401k that is approved by the IRS
• The IRS Opinion letter states that our prototype document meets the IRS guidelines for a qualified 401k plan and thus establishes a qualified 401k plan
• We create plan documents for you based on our IRS-approved prototype document
• We include a copy of the IRS Opinion letter in your set of plan documents, which can be used to prove that your plan is a qualified 401k

All qualified plans require IRS-approved documents.

To maintain qualified status of your 401k, you must have and retain the services of a document sponsor, such as Sense Financial, who has IRS-approved plan documents.