Self Directed Solo 401k

Here is what we do for you:

  • Draft plan document;
  • Draft board or member adoption resolution;
  • Obtain EIN (tax id#) for the Solo 401k trust;
  • Assistance with opening up trust bank accounts for new Solo 401k;
  • Free consultation regarding investment options (ie., real estate, private company stock, notes, mineral right, precious metals, tax liens, etc.);
  • Preparation of Form 1099-R for any distributions. The client is responsible for communicating any distributions as we are not custodians and do not have visibility of your funds;
  • Assistance with transferring IRAs or other retirement accounts to your new Solo 401k;
  • Year round compliance assistance;
  • Directory of investment and compliance forms;
  • Access to full service client support team;
  • Maintenance of qualified plan documents;
  • Amendments to plan documents as necessary; and
  • Assistance with calculation of plan contribution amounts;

If requested we can also provide the following (fees may apply):

  • QDRO analysis and distribution reporting processing;
  • Drafting participant loan forms and approval;
  • Preparation and filing of IRS Form 5500 (if account balance exceeds $250,000).

Please use the form below to see how we can work together.

Emparion, LLC does not provide legal, investment or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact financial results. Emparion cannot guarantee that the information herein is accurate, complete, or timely. Emparion makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Please consult an attorney or tax professional regarding your specific situation.