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  • Date Format: MM slash DD slash YYYY
  • I authorize the creation of my Solo 401k documents and certify the information I have provided is true and accurate.
  • Terms:

    • Discount Solo 401k will prepare and provide to you all necessary Solo 401k plan and trust documents to give you checkbook control of your funds as Solo 401k trustee. • Plan documents include an IRS determination letter proving the plan’s qualified status. • We will also obtain or assist you in obtaining an EIN for your new 401k trust. This EIN is different from any EIN or taxpayer ID you may already have for your business. • We will provide annual maintenance including any amendments or restatements required to keep the plan’s qualified status with the IRS (Priced at $100 per year and billed in December of each year, starting December 2015)
  • Nature of Services to you:

    Any information provided by Discount Solo 401k is not intended to be a substitute for professional advice from an accountant, attorney, or qualified tax preparer. Our services are intended for an individual who is a fiduciary to his or her own 401k. You hereby recognize that as a plan fiduciary, you are responsible for making decisions about the investments of the plan as well as when and where to seek advice and services for the plan. Our services do not transfer any fiduciary responsibility and we never handle any of your retirement funds. Discount Solo 401k prides itself on helping people get control of their own retirement assets.