If you move, update your address, or change your contact information, it's important your Solo 401k plan documents reflect that change.
Once we receive your change request, we will update and redraw your 401k plan documents within 1-3 business days.
You do not need a new Trust Name or Trust Tax ID number if you change the adopting employer. Once your documents are up to date, you’re all set!
Please note that if you subscribe to our (legacy) "Docs only" plan, you will receive one complimentary plan update. Subsequent plan updates are $50.00 each.
Members of our Solo 401k Core plan and above receive unlimited complimentary plan updates unless a specialized plan is required (e.g., multi-owner business requiring exclusion of non-spouse business partners and/or creation of a Controlled Group plan).