Plan Documents
18 articles
- 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?