Billing

Use this page to pay your annual Solo 401(k) fee to keep your Plan IRS-compliant

Annual Solo 401k Compliance Service Includes the Following:

  • Assistance with filing of tax forms 5500-EZ and 1099-R (when required)
  • Maintenance of Plan Documents to ensure IRS-compliance
  • 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
  • GUST, EGTRRA & PPA Documents
  • State-of-Art Client Web-Portal

Pay now!

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