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Updated 11 months ago on . Most recent reply
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401k Compliance Company
Does anybody have a recommendation for a Solo 401k compliance company? I currently have a document sponsor, but not a compliance provider. Also, what is the yearly rate you are paying for your compliance? Thank you
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I assume you have checkbook control, otherwise you would just go to the custodian for questions like this. That said, specifically what makes you want to pay a 3rd party for plan "compliance"? Solo 401k generally is not a hard plan to maintain compliance with. Even if you have checkbook control, your plan document provider should be able to assist you with this.