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Watch This Before Proceeding Further

Solo 401k Process Flow Infographics

Solo 401k Process Flow Infographics

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Please read these instructions carefully before proceeding!

Use the navigation menu at the bottom to help you go through the required steps.

Step 1: Client Information Form

This is the initial step.  Use this form to supply us with the required information to start drafting your plan documents.

Step 2: Bank Account Set-Up

After you receive your plan documents, you will need to open a bank account for your Solo 401k Trust.  Go to this step for instructions.

Step 3: Transfer/Rollover

If you intend on funding your Solo 401k Plan with the funds from another qualified plan such as an IRA or 401k, refer to this step for instructions.

Use Maintenance menu tab on top to access info and forms about administering your plan: making investments, contributions and buying investment real estate.