Payment is due within 30 days, to avoid a late fee

401(k) Annual Renewal

Keep Your 401(k) Plan
Compliant for the Next Year

Annual compliance, document updates, plus access to your Tax Academy training portal.

IRS Compliance Support
Trusted by Business Owners Nationwide
Secure Process
Included with renewal
Tax Academy Member Portal
Step-by-step 401(k) training modules
Setup → contributions → rollovers → distributions
Annual compliance requirements explained
Admin forms and execution guides
Exact walkthroughs of how your 401(k) works
Included free with your renewal
What you get

What Your Annual Fee Covers

Everything needed to keep your Solo 401(k) fully compliant and properly maintained.

IRS-compliant plan maintenance
Required document updates
Ongoing administrative support
Compliance guidance
Full Tax Academy portal access
Included: Tax Academy

Member Portal Access

Access your full 401(k) training system. Everything you need to understand, manage, and stay compliant.

Step-by-step modules from setup to distributions
Exact walkthrough of how your 401(k) works
Annual requirements and compliance explained
Admin forms and execution guides
Included free with your renewal

Maintaining a compliant 401(k) typically costs $800+ annually, your renewal is a fraction of that

Choose your term

Select Your Renewal Term

Lock in compliance for 1, 2, or 3 years. Multi-year terms save you money and eliminate annual renewal hassle.

1 Year
$200
 
Standard annual renewal
2 Years
$375
Save $25
$187.50 / year
Best Value
3 Years
$545
Save $55
$181.67 / year
Most clients choose 3 years to save $55
Customize your plan

Additional Services

Add individual services to your renewal based on what your plan needs this year.

File Form 5500-EZ
?
Required if your Solo 401(k) has $250,000 or more in assets at the end of the year
$250
We handle the preparation of IRS annual information returns.
Update Plan Sponsor (Joinder)
?
Used when ownership or entity changes require updating the plan sponsor
$150
Update plan sponsor details when ownership or entity structure has changed.
Amend My Plan
?
Add or remove trustees, or update key plan details and provisions
$100
Add or remove trustees, or modify plan details and provisions as needed.
Most plans require 5500-EZ filing, check if your plan assets exceed $250,000
Important
If Your Plan Is
Not Maintained
Failing to maintain your Solo 401(k) can have serious tax and legal consequences.
  • ✕

    Loss of tax-exempt status, your plan could lose its qualified status with the IRS

  • ✕

    Distributions may become fully taxable, resulting in unexpected tax liability

  • ✕

    Rollovers may be disallowed, blocking future retirement account transfers

Alternative option

Cancel and Close Your Plan

We'll properly terminate your plan and handle all required documentation and filings.

Cancel My Plan and Handle Everything
We will generate all required documents and paperwork for you to finalize your plan.
$500
Social proof

Trusted by Business Owners Nationwide

"I appreciate you being here to guide me through properly managing my Solo 401 K. Thank you.”

Anonymous
Independent Contractor, Texas

"Thank you for your support, videos, customer service, and helping me stay compliant with the plan."

Anonymous
Freelance Consultant, California

“The staff is very cordial and answers any questions I have quickly and efficiently renewed my plan. A+++”

Anonymous
Small Business Owner, Florida
Common questions

Frequently Asked Questions

Is this renewal required every year?
+
Yes. Solo 401(k) plans require annual maintenance to remain IRS-compliant. Failure to renew can result in your plan losing its qualified status, which has serious tax consequences.
What happens if I don't renew?
+
If your plan is not properly maintained, it may lose its tax-exempt status. Distributions could become taxable, and rollovers may be disallowed by the IRS. Annual compliance is essential to protect your retirement savings.
Do I need to file Form 5500-EZ?
+
You are required to file Form 5500-EZ if your Solo 401(k) plan had $250,000 or more in total assets at the end of the plan year. If you're unsure, we recommend adding the 5500-EZ filing service to your renewal.
What is included in the Tax Academy guide?
+
The Tax Academy portal includes step-by-step training modules covering the full lifecycle of your Solo 401(k): setup, contributions, rollovers, distributions, and annual compliance. It also includes admin forms, execution guides, and walkthroughs of IRS requirements.
Do I keep access to the portal after renewing?
+
Yes. Full Tax Academy portal access is included with every renewal and remains active throughout your renewal term. Your login credentials will be sent via email after your renewal is processed.

Renew Your Plan Now

Includes Tax Academy portal access, everything handled for you

Secure payment · IRS-compliant · Immediate confirmation
The Tax Academy
The Tax Academy
LLC
Payment Successful

Your 401(k) Has Been
Successfully Processed

We've received your request and your plan is now being handled by our team.

Order Summary
Total Paid $255
What Was Processed
Tax Academy Access
You now have access to your 401(k) training portal. Login details are on their way.
Check your inbox for login credentials and access instructions
Includes full step-by-step training and compliance guides
Course access email sent separately from your receipt
What Happens Next
1
Our team reviews your submission and confirms all selections
2
Processing begins based on your selected services
3
We will contact you if any additional information is required
4
All updates and confirmations will be sent to your email
A receipt and full order summary have been sent to your email
Need help? If you have any questions about your plan or selections,
our team is available to assist. Simply reply to your confirmation email.
Your plan is being handled and is in good standing.