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Updated about 1 year ago on . Most recent reply

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6
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Joshua Talamante
  • Rio Rancho, NM
2
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6
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401k Compliance Company

Joshua Talamante
  • Rio Rancho, NM
Posted

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

Most Popular Reply

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775
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400
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Brett Synicky
  • Solo 401k and SDIRA Consultant
  • Orange, CA
400
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775
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Brett Synicky
  • Solo 401k and SDIRA Consultant
  • Orange, CA
Replied

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.  

  • Brett Synicky
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