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Our Solo 401(k) plans have the following features that make our plans truly unique and industry leading:

  1. Customized Investment Policy Statement (IPS) that defines the investment strategies utilized in the plan and forms the documentation required to support your fiduciary investment decisions.
  2. Diversified investment portfolio choices with long-term industry leading performance records for you so that you can chose proper investments based on your risk tolerance.
  3. Institutional Fund choices that have investment costs that average only .40% or 40 basis points of cost or less for each diversified portfolio.
  4. Full unbundled fee disclosure from fee-only CFP¨ advisors that receive no compensation from any providers of the plan.
  5. Industry leading 3rd Party Administrators for insuring the plan is compliant with all requirements and that you receive top service.
  6. Advisors that design and implement a plan that is best for you as a plan sponsor.

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Plan sponsors should not be fooled by low cost offers for 401(k) plans. Many bundled plan offers show below market administration fees, which are more than made up for with high investment costs or other hidden fees and expenses. These offers place you appear cheaper but actually are far more expensive in the long run.

Let us help you find the best retirement plan.
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Individual 401k for those who are self-employed and/or business owners without full-time employees. Annual tax-deferred maximum contributions is $45,000 of which $15,500 is salary deferral ($45,000 and $20,500 respectively if age 50 and over. The ability to increase the tax deferral amounts above the IRA limits makes these very attractive plans.