Solo 401k Setup

Get your Solo 401k up and running, and open your bank & brokerage accounts

Rachel Nabers avatar Jeff Nabers avatar Hannah Harris avatar
60 articles in this collection
Written by Rachel Nabers, Jeff Nabers, and Hannah Harris
Plan Documents

What’s in my Solo 401k documents?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

I have business partners - where are they excluded in my Solo 401k plan documents?

Review this article for info on where to see other owners excluded in your plan documents
Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

My business is a Controlled Group. Where can I see the businesses included in my Solo 401k plan?

Review this article for info on where to find multiple businesses listed in your plan documents
Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

Who you are in your Solo 401k

Participant, trustee, administrator - there's a lot to keep track of in terms of roles. Let's discuss who you are in your Solo 401k
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

What’s the Difference Between a Participant and a Trustee in the Solo 401k?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Why isn't my spouse's name listed in our plan documents?

Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Who is the Settlor, Grantor & Protector of my Trust?

Banks and exchanges may ask for certain details about your trust. Here's how to answer with ease.
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Is there a way to make my living trust the primary beneficiary?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Do I have a Certificate of Trust?

Where can I find my certificate of trust requested by third-party investment sponsors?
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Tutorial: Solo 401k Dashboard Walk-Thru

Take a tour of your Solo 401k dashboard and all it has to offer you!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

How to Get a Copy of Your EIN Letter

Need a new copy of your Solo 401k trust or business EIN letter? Requesting it from the IRS is easy!
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Is the Solo 401k an ERISA Plan?

What is ERISA and is the Solo 401k qualified under its rules?
Rachel Nabers avatar
Written by Rachel Nabers
Updated over a week ago

Plan Paperwork and Form-filing Requirements Q&A

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Is the EIN number you gave me supposed to be assigned to my Solo 401k Trust or to my business?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

My spouse and I are co-participants in the plan. Why is only one of our names listed in our documents?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

How do I prove my Solo 401k is a qualified retirement plan?

Jeff Nabers avatar
Written by Jeff Nabers
Updated over a week ago

Why is Nabers Services listed in my plan documents?

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Written by Jeff Nabers
Updated over a week ago