What We Do
We specialize in providing the plan documents and administrative support required to establish and maintain self-directed 401(k) plans for business owners.
Overview
Our role is to prepare the customized, IRS-compliant documentation that allows a self-directed 401(k) plan to be properly set up, operated, amended, or terminated. We work with clients, advisors, and financial institutions to ensure plan paperwork is completed accurately and kept up to date in accordance with current regulations.
We focus exclusively on the documentation and administrative framework of the plan. We do not provide legal, tax, or investment advice, and we do not custody plan assets.
Our goal is to make the paperwork side of self-directed 401(k) plans clear, accurate, and stress-free, so clients can confidently move forward with their chosen professionals and investment strategies.
Services
01
Preparation of self-directed 401(k) plan documents
02
Plan adoption agreements and related setup paperwork
03
Amendments and restatements, including required regulatory updates
04
Plan termination documentation
05
Assistance with EIN applications and administrative forms
06
Ongoing document and compliance support as plans evolve