Starting a new plan and transferring assets is cumbersome and unnecessary. You can restate your 401K plan to keep the plan information the same and adopt the plan under a new employer. To do that, contact [email protected] and let us know you’ll be changing your adopting employer. We’ll get some basic information from you, and redraw your plan documents with the new business. We’ll take care of this for you quickly and easily to avoid any interruption in your Solo 401k qualified status.

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