THIS STEP IS TO BE COMPLETED AFTER YOU RECEIVE YOUR PLAN DOCUMENTS If you intend to rollover from your existing qualified retirement account(s) into the Solo 401k, your next step is to initiate the direct rollover process. Please read through all instructions carefully. Any departure from these instructions may result in delays or denied requests.
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Rollover
THIS STEP IS TO BE COMPLETED AFTER YOU RECEIVE YOUR PLAN DOCUMENTS If you intend to rollover from your existing qualified retirement account(s) into the Solo 401k, your next step is to initiate the direct rollover process. Please read through all instructions carefully. Any departure from these instructions may result in delays or denied requests.