We Make Getting Your Solo 401k Simple

 

Your Solo 401k with OtherWise Financial will cost you a one time fee of:

 

$499.00 Debit or Credit Card Payments 

 

• No Custodian Fees

• No Third Party Administration Fees (If you set up your 401k Trust at a bank)

• No Custodian, Trustee, or Administrator Fees Attached To Your Retirement Plan

 

Your IRS Approved Solo 401k Plan Contents:

 

• Cover Sheet 

• Preamble 

• Introduction

• Definitions

• Participation 

• Contributions 

• Limitations on Contributions

• Vesting

• Distributions

• In-Service Distributions & Loans

• Investment and Valuation of the Trust Fund

• Trust Fund

• Special Top Heavy Rules

• Plan Administration

• Amendment, Merger & Termination

• Miscellaneous

• Signature page (1 of 2)

• Post EGTRRA Addendum

• PPA Amendment Addendum

• Signature page (2 of 2)

• Last Page

 

Please note that the OtherWise Financial Solo 401k Plan is an IRS approved plan that your

Custodian of choice will accept as an Official Employer Sponsored 401k Plan; and that your

previous Custodian will recognize as a Qualified Retirement Plan for fund transfer purposes.  

Take ownership of your Retirement today.