Solo 401k Setup

Rachel Nabers avatar Jeff Nabers avatar Hannah Harris avatar
57 articles in this collection
Written by Rachel Nabers, Jeff Nabers, and Hannah Harris

I Set Up the Solo 401k With Nabers Group... Now What?

Read on to learn best practices of the steps to take after your Solo 401k documents have been prepared
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Written by Rachel Nabers
Updated over a week ago

How to Restate Your Solo 401k on the Nabers Group Platform

Follow our helpful guide for step-by-step assistance on restating your plan with Nabers Group, the Solo 401k industry leader
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Written by Rachel Nabers
Updated over a week ago

How to open an EdwardJones Account for the Solo 401k

brokerage account with Solo 401k
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Written by Hannah Harris
Updated over a week ago

How to Open an E*Trade Account for the Solo 401k

brokerage account for Solo 401k
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Written by Hannah Harris
Updated over a week ago

How to Open a Merrill Lynch Account for the Solo 401k

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Written by Rachel Nabers
Updated over a week ago

How to Open a Vanguard Account for the Solo 401k

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Written by Rachel Nabers
Updated over a week ago

How to Open a Fidelity Account for the Solo 401k

Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

Tips to Open Your Solo 401k Trust Bank Account

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Written by Rachel Nabers
Updated over a week ago

Who you are in your Solo 401k

Participant, trustee, administrator - there's a lot to keep track of in terms of roles. Let's discuss who you are in your Solo 401k
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Written by Rachel Nabers
Updated over a week ago

Controlled Group Rules

Are you wondering if you can be eligible for a Solo 401k? It depends on whether you’re a ‘controlled group’—Read on to find out!
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Written by Rachel Nabers
Updated over a week ago

Spousal Considerations in the Solo 401k

Should your spouse participate in your Solo 401k? What about contributions?
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Written by Rachel Nabers
Updated over a week ago

I have no employees in my business but my spouse has employees in her business. Do I still qualify for a Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Is my Solo 401k trust registered in my state?

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Written by Jeff Nabers
Updated over a week ago

Why isn't my spouse's name listed in our plan documents?

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Written by Rachel Nabers
Updated over a week ago

How to choose a business to adopt your 401k plan

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Written by Jeff Nabers
Updated over a week ago

Plan Paperwork and Form-filing Requirements Q&A

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Written by Jeff Nabers
Updated over a week ago

Adoption Agreement Addresses

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Written by Jeff Nabers
Updated over a week ago

How to change the business (adoption employer) associated with your Solo 401k

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Written by Jeff Nabers
Updated over a week ago

What do I do with my signed plan signature pages?

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Written by Jeff Nabers
Updated over a week ago

What happens when my spouse stops working for my business?

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Written by Jeff Nabers
Updated over a week ago

How do I change my Solo 401k sponsoring business from a sole proprietorship to an LLC?

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Written by Jeff Nabers
Updated over a week ago

Can I set up a Solo 401k bank account at an international bank?

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Written by Jeff Nabers
Updated over a week ago

My spouse and I are co-trustees of our Solo 401k plan. Is it possible to have separate bank accounts for the same Solo 401k, one for each of us?

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Written by Jeff Nabers
Updated over a week ago

How many bank accounts should I open for my Solo 401k Trust

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Written by Jeff Nabers
Updated over a week ago

Can you advise me how to set up my Solo 401k bank account at a bank other than the one you recommend?

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Written by Jeff Nabers
Updated over a week ago

Can I have my IRA or 401k reimburse me for the fee paid to setup the retirement account?

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Written by Jeff Nabers
Updated over a week ago

What date do I enter on my 401k signature pages? Do I need to send a copy to you?

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Written by Jeff Nabers
Updated over a week ago

Is the EIN number you gave me supposed to be assigned to my Solo 401k Trust or to my business?

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Written by Jeff Nabers
Updated over a week ago

What address should we put on the plan documents?

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Written by Jeff Nabers
Updated over a week ago

Where can I see my spouse included the 401k documents?

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Written by Jeff Nabers
Updated over a week ago

Designating Beneficiaries

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Written by Jeff Nabers
Updated over a week ago

Is the 401k Trust revocable or irrevocable?

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Written by Jeff Nabers
Updated over a week ago

My spouse and I are co-participants in the plan. Why is only one of our names listed in our documents?

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Written by Jeff Nabers
Updated over a week ago

I don’t have a physical address for my business yet. What should I do?

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Written by Jeff Nabers
Updated over a week ago

How do I prove my Solo 401k is a qualified retirement plan?

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Written by Jeff Nabers
Updated over a week ago

How can I determine if I have earned income?

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Written by Jeff Nabers
Updated over a week ago

Can my spouse and I have separate Solo 401ks?

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Written by Jeff Nabers
Updated over a week ago

I have partners in the business under which the Solo 401k was adopted. What do I do?

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Written by Jeff Nabers
Updated over a week ago

Spousal Participation

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Written by Jeff Nabers
Updated over a week ago

What kinds of employees and contractors can my business hire?

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Written by Jeff Nabers
Updated over a week ago

With my Solo 401K plan, if I have more than one employee besides me and my spouse, must I offer them a plan as well?

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Written by Jeff Nabers
Updated over a week ago

If I create a second business after opening my Solo 401k, how does that affect my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Do I need to form an LLC to sponsor my retirement plan?

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Written by Jeff Nabers
Updated over a week ago

I’d like to use the participant loan feature, but did not originally set it when I created my solo 401K. How do I set it up now?

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Written by Jeff Nabers
Updated over a week ago

What does your recommended bank and banker do?

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Written by Jeff Nabers
Updated over a week ago

Do I need a fidelity bond for my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

How do I open a brokerage account with my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

My business is an LLC taxed as an S Corp. How do I set up my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

My spouse and I have two separate businesses. How do we set up the Solo 401k correctly?

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Written by Jeff Nabers
Updated over a week ago

Can a beneficiary of my Solo 401k be a non-US citizen?

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Written by Jeff Nabers
Updated over a week ago

Why is Nabers Services listed in my plan documents?

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Written by Jeff Nabers
Updated over a week ago

Who is Eligible for the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

What’s in my Solo 401k documents?

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Written by Jeff Nabers
Updated over a week ago

I have a few businesses. Which should adopt the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

What’s the Difference Between a Participant and a Trustee in the Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

How do I change the business for my Solo 401k?

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Written by Jeff Nabers
Updated over a week ago

Is there a way to make my living trust the primary beneficiary?

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Written by Jeff Nabers
Updated over a week ago