By Rachel and 1 other2 authors17 articles
What’s in my Solo 401k documents?
I have business partners - where are they excluded in my Solo 401k plan 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 Solo 401k an ERISA Plan?
Plan Paperwork and Form-filing Requirements Q&A
Is the EIN number you gave me supposed to be assigned to my Solo 401k Trust or to my business?
My spouse and I are co-participants in the plan. Why is only one of our names listed in our documents?
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?