We specialize in providing the plan documents and administrative support required to establish and maintain self-directed 401(k) plans for business owners.
Self-Directed 401(k)
Plan Documents
The Tax Academy
Supporting your retirement strategy
We provide IRS-compliant documentation and support for self-directed 401(k) plans.
Documentation accuracy
We prepare IRS compliant self directed 401(k) plan documents with precision ensuring accurate complete properly structured paperwork always.
Regulatory Compliance
We manage required amendments restatements and regulatory updates to help keep self directed 401(k) plans compliant over time.
Administrative Support
We provide consistent administrative support and documentation guidance throughout the full lifecycle of self directed 401(k) plans professionally.
401(k) Plan Administration
Self-Directed 401(k) Plans, Done Right
We provide the IRS-compliant documentation and administrative support business owners need to establish, maintain, amend, or terminate their self-directed 401(k) plans with confidence.
Products
Everything You Need To Stay Compliant
Business Compliance
Statutory Agent Renewal Fee
Keep your LLC or corporation in good standing with on-time statutory agent renewals and state-required filings.
Plan Administration
401(k) Annual License Fee
Annual IRS-compliant documentation and administrative support to keep your self-directed 401(k) properly maintained.
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Videos
Video Insights on Self-Directed IRAs & 401(k)s
Watch concise videos where I explain self-directed IRAs, 401(k)s, and compliant retirement strategies in clear, practical terms to help you make informed decisions with confidence.
Services
We build and support Self-Directed 401(k) plans the right way
Preparation of self-directed 401[k] plan documents
We create the core IRS-compliant plan documents that legally establish your self-directed 401(k) and define how the plan operates.
Plan adoption agreements and related setup paperwork
We prepare and organize the required adoption agreements and setup forms needed to officially activate your plan and put it into effect.
Amendments and restatements, including required regulatory updates
We update your plan documents to reflect regulatory changes or plan modifications, ensuring your 401(k) remains compliant over time.
Plan termination documentation
When a plan needs to be closed, we prepare the proper termination paperwork to ensure the process is completed correctly and in compliance with IRS rules.
Assistance with EIN applications and administrative forms
We assist with obtaining plan-specific EINs and completing the administrative forms required to properly identify and operate your 401(k).
Ongoing document and compliance support as plans evolve
As your plan evolves, we provide continued document updates and compliance support to keep everything accurate, current, and properly maintained.
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Frequently Asked Questions
We are here to assist you with any inquiries about our services and solutions. Our team is ready to provide support, guidance, and information.
Do you provide legal or tax advice?
No. We do not provide legal, tax, or investment advice. Clients should consult their own legal or tax professionals regarding their specific situation.
Do you hold or manage plan assets?
No. We do not act as a custodian or trustee and do not have access to, knowledge of, or control over plan funds.
Do you prepare and update the IRS-required plan documents?
Yes. We prepare, amend, restate, and maintain the IRS-compliant documentation required to establish and operate a self-directed 401(k) plan in accordance with current regulations.
Can you work with my CPA, attorney, or financial advisor?
Yes. We regularly coordinate with clients’ chosen professionals and financial institutions to ensure plan paperwork is completed accurately and kept up to date.
2473 S Higley Rd, Ste.
104-117, Gilbert AZ 85295
[email protected]
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