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DFW Bank Recommendations to House Solo 401k?
Hello. Does anyone have an recommendations for banks/financial institutions that we can house our Solo 401k Trust with? We're not looking for a bank to be the administrator, but simply hold our trust account. To my understanding, many banks are unfamiliar with this process and will think that they are setting up the plan itself, which is not the case.
I know of a bank in another state that sets up many checking accounts for trust plans, but we would prefer to use a bank in State/city, if possible.
Thanks.
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- Solo 401k Expert
- Anaheim Hills, CA
- 6,235
- Votes |
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- Posts
Sika,
Contact Solera Bank, they do have IRA/401k department dedicated specifically working with clients like yourself.
@Kreighton Reed is the one who leads their team.
- Dmitriy Fomichenko
- (949) 228-9393
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