Solo 401k Setup
Get your Solo 401k up and running, and open your bank & brokerage accounts
56 articles
Solo 401k Forms
Tutorial: Beneficiary Designation Form
Solo 401k Literate CPA List
Bank Account Recommendations
How to Join the Nabers Referral Program
How To Get Your Solo 401k Qualified by December 31st
Tutorial: Sign Your Solo 401k Plan Documents
Who is Eligible for the Solo 401k?
How can I determine if I have earned income?
Spousal Participation
Should my spouse and I have separate Solo 401ks?
I have no employees in my business but my spouse has employees in her business. Do I still qualify for a Solo 401k?
Controlled Group Rules
What happens if my company no longer qualifies for the Solo 401k?
I Set Up the Solo 401k With Nabers Group... Now What?
New Account Checklist
Is my Solo 401k trust registered in my state?
Why do I need an EIN For a Solo 401k if I have a tax ID for my business?
Where are my login credentials? I use Gmail.
How to Restate Your Solo 401k on the Nabers Group Platform
Can the Solo 401k Claim the Retirement Plan Start Up Tax Credit?
How to Complete Your Solo 401k Intake Form
How to choose a business to adopt your 401k plan
I changed my business. Should the 401k plan name change, too?
How do I change the business for my Solo 401k?
If I create a second business after opening my Solo 401k, how does that affect my Solo 401k?
How to Complete the Beneficial Ownership Information Report (BOIR) for FinCen
I have business partners - where are they excluded in my Solo 401k plan documents?
What’s in my Solo 401k documents?
My business is a Controlled Group. Where can I see the businesses included in my Solo 401k plan?
Who you are in your Solo 401k
What’s the Difference Between a Participant and a Trustee in the Solo 401k?
Why isn't my spouse's name listed in our plan documents?
Who is the Settlor, Grantor & Protector of my Trust?
Is there a way to make my living trust the primary beneficiary?
Do I have a Certificate of Trust?
How to Get a Copy of Your EIN Letter
Is the EIN number you gave me supposed to be assigned to my Solo 401k Trust or to my business?
How do I prove my Solo 401k is a qualified retirement plan?
Why is Nabers Services listed in my plan documents?
What is the SECURE Act & CARES Act Amendment?
Is the Solo 401k an ERISA Plan?
What is the EACA Amendment?
Can I add the Auto-Enrollment feature to a Solo 401k at Schwab or Fidelity to claim the tax credit?
How do I change my address or contact info on my Solo 401k plan docs?
How do I open a brokerage account with my Solo 401k?
How to Open a Schwab Account with Your Solo 401k
How to Open a Fidelity Account for the Solo 401k
How to Open an E*Trade Account for the Solo 401k
How to open an EdwardJones Account for the Solo 401k
How to Open a Merrill Lynch Account for the Solo 401k