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Solo 401(k) Restatement

  • Restates an existing solo 401(k) that may be outdated or was only for stocks and mutual funds to an updated self-directed solok.
  • Consult with Attorney up to 1 hour on Solo 401(k) on plan docs, qualification, contribution, conversions, and self-directing.
  • Includes solo 401(k) plan documents, adoption agreement, obtain plan EIN, and a comprehensive solo 401(k) binder with instructions on operating the solo(k) and common forms.


Solo 401(k) Restatement