Personalized Solo 401(k) Plans to Maximize Your Retirement Savings.

A Solo 401(k) isn’t just a retirement plan—it’s a powerful strategy to maximize your earning potential today and in the future. As both employer and employee of your business, you benefit from two contribution streams, allowing you to save more each year compared to other retirement plans. By increasing contributions, you’ll not only grow your retirement savings but also implement a smart tax strategy to lower your taxable income and reduce your tax burden. Contribute as an employee and share in your business profits (up to 25%) as the employer for even greater savings.

Solo 401K Plan Administration Includes:

  • Secure client portal

  • Ongoing plan administration and support with all inclusive services.

  • Free plan takeovers, rollovers, etc.

  • Form 5500-EZ preparation and file

  • Compliance deadline reminders