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We respond to all inquiries within 24 hours during business days. For urgent questions, call us directly at (800) SOLO-401.
That's exactly what we're here for! Many eligibility situations have nuances, and we'll help you understand your options during our consultation.
Yes! We offer a complimentary 45-minute consultation to discuss your situation and determine if our services are a good fit for your goals.
Yes, we can help with rollovers from old 401(k)s, traditional IRAs, and other retirement accounts into a self-directed Solo 401(k).
Absolutely. Solo 401(k) rules are federal, so we can help clients in all 50 states set up and manage their self-directed retirement accounts.
We offer comprehensive ongoing support including compliance monitoring, Form 5500-EZ filing, and continued education through our platform.
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