Annual Solo 401k Compliance Service Includes the Following:
- Use of Sense Financial prototype plan documents
- Maintenance of Plan Documents to ensure IRS-compliance
- Assistance with filing of tax forms 5500-EZ and 1099-R (when required)
- Provide Transfer Forms and Assistance with Rollover/Transfer
- Interim Plan Amendments as required by the IRS
- Turnkey Process for Solo 401k Bank Account
- Calculation of Annual Contribution Amounts
- Post-PPA Compliant Documents
- Unlimited Client Support
- Dedicated Account Manager
- State-of-Art Client Web-Portal
The identity of the payment website has been verified by GeoTrust SSL and your connection with the site is encrypted with 128-bit encryption. The connection uses TLS 1.2. The connection is encrypted using RC4_128 with SHA1 for message authentication and RSA as the key exchange mechanism.