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Beware of Solo 401(k) Plan Providers Without an IRS Opinion Letter in Their Name
Over the last few years there has been a growing number of company’s selling and marketing solo 401(k) plan documents. Unfortunately, a number of these new companies are selling plan documents without...
View ArticleRisk of using a Solo 401(k) Plan Opinion Letter from a Non-Plan Sponsor
Recently there has been a number of company’s selling and marketing solo 401(k) plan documents that may not have the requisite authority to do so. Accordingly, a number of these companies are selling...
View ArticleHow Do I know My Solo 401(K) Plan is Legitimate?
It is very important that when adopting a solo 401(k) plan that the plan documents have been pre-approved by the IRS. Once can confirm this by receiving a plan opinion letter generated by the IRS....
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