Express Service Set-Up

  • Includes the Solo 401(k) set-up and plan document binder, but no attorney consultation for advice. This is a great option for those who know what they are doing, or who are relying on their CPA or other advisor for questions.
  • If you have any questions concerning the Solo 401(k), how it works, or if it is right for you, you will be bumped up to the Full Service Set Up Special Fee of $795 and scheduled an appointment with an attorney to discuss.