2. Complete the Solo 401k Application below
Please complete the questionnaire as accurately as possible. Failure to do so will delay the establishment process.
3. Be prepared to provide your Social Security Number over the phone
Our team will be in touch with you within one business day of submitting the form. We will ask you for your SSN so we can obtain a separate EIN for your Solo 401k.
4. Submit retirement account statement(s) (optional)
Please send a copy of the most recent statement from the retirement account(s) you will be transferring into your Solo 401k to:
clients@sensefinancial.com
