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Legal
Fixed Price: Less than $500   |  Posted: May 18, 2015  |  Ends: 7d, 13h  |   4 Proposals
I would like to establish a Solo 401k plan for a self-employed accountant with no employees. Here is a list of the documents: 1. Solo 401k Adoption Agreement 2. Solo 401k Basic Plan Document 3. EGTRRA Amendment 4. Solo 401k Summary Plan Description 5. Trust Agreement 6. Appointment of Trustee 7. Action by Board of Directors 8. Beneficiary Designation 9. Solo 401k Loan Procedure 10. Solo 401k Loan Documentation 11. Election Not To Participate 12. Transfer Request Forms for incoming funds transfers 13. Newly assigned Employer Identification Number from the IRS 14. IRS Determination letter stating that this is a Prototype Plan that meets the requirements of a qualified plan
Category: Labor & Employment Law       

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