Solo 401(k) Setup
Build a retirement plan designed for owner-only businesses and greater investment flexibility.
Mark and the team publish tax & legal education on YouTube. Book a call when you're ready to make your plan.
Priced by what you actually have.
The Deliverables
Up to 1 Hour With an Attorney
Review plan qualification, contributions, conversions, plan documents, and self-directed investing questions.
Up to 1 hour of attorney consultation.
Establish Your Solo 401(k)
Receive the KKOS plan documents tailored to your sponsoring business.
Solo 401(k) Plan Documents and Adoption Agreement.
Obtain the Plan EIN
Establish the retirement plan's federal tax identification number.
Solo 401(k) Plan EIN.
Organize the Plan Documents
Keep the important plan records and forms together.
Comprehensive Solo 401(k) Binder.
Know How to Operate the Plan
Receive instructions and commonly used forms for ongoing plan activity.
Operating instructions and common Solo 401(k) forms.
What clients add next.
The pieces work together. Here are the services most clients engage alongside this one, and the ones we recommend they consider.
Start with a conversation.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.