Step 1: Watch the video tutorial below:
Step 2: Designate your Solo 401k beneficiary
To assign a beneficiary, please complete the beneficiary designation form found on page 2 of your "Forms" package at https://app.solo401k.com/user/documents
Once completed, you do not need to send the form to Nabers, but it is probably a good idea to share with your estate planner.
Have questions on how to complete your beneficiary designation form? See more here:
What Do I Do With My Signed Solo 401k Plan?
Once you print and sign your plan signature pages, store them in a safe place. You do not need to send the signature pages to Nabers Group.
What many Solo401k plan owners choose to do is store their documents digitally meaning they download the full document package onto their computer, either onto the hard drive or onto a CD/flash drive, etc.
The documents on your Solo401k dashboard serve as the official records.