Do I have to pay your entire fee for the Solo 401(k) Plan upfront to get started?

No. We take only a small deposit upfront so that we can begin the completion of the IRA rollover or transfer paperwork and consultation immediately. The final payment amount is paid once the Solo 401(k) Plan documents have been completed and sent to the client.

Please contact one of our 401(k) Experts at 800-472-0646 for more information.


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