Archive for the ‘401k Record Keeping’ Category

Looking for a Solo 401(k) Plan Record Keeper?

April 11th, 2016

The all in one 401(k) retirement solution provider and Recordkeeper for your Business Most small retirement plans appoint the employer as plan administrator. Management of the entity may designate an individual or an entity to perform these functions. Due to the complexity and timing involved, most small employers appoint an independent third-party to assist with […]

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IRA Financial Group Adds Features to its Solo 401(k) Plan 5500-EZ Annual Tax Reporting & Consultation Service

July 25th, 2014

IRA Financial Group, the leading provider of self-directed solo 401(k) Plans expands its 5500-EZ tax filing and reporting service. IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the expansion of its annual tax and compliance service to include the completion of the annual IRS information form – 5500-EZ. IRA Financial Group’s […]

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Administering the Solo 401(k) Plan – The IRS Form 5500-EZ

June 9th, 2014

In general, the solo 401(k) plan is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of the previous year. If your solo 401(k) plan assets exceed $250,000 as of 12/31 of the previous year, you will need to […]

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IRA Financial Group Introduces Third-Party Recordkeeping Services for Self-Directed Solo 401(k) Plans

April 29th, 2014

Third-party recordkeeping services will help self-directed solo 401(k) plan clients administer their plan IRA Financial Group, the leading provider of self-directed solo 401(k) plans announces the introduction of the specialized third-party recordkeeping services for self-directed solo 401(k) plans. The self-directed solo 401(k) plan is a qualified retirement 401(k) plan that is established by a sole […]

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Why Establish a Retirement Plan?

October 28th, 2013

What is a 401(k) Plan? A 401(k) is known as an employer-sponsored employee benefit arrangement that is established for the purpose of providing retirement income for those that are eligible. But how does one contribute towards an account established on the participants’ behalf within a qualified retirement plan? The 401(k) participants have the option to […]

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Why Establish a Retirement Plan?

July 9th, 2013

What is a 401(k) Plan? A 401(k) is known as an employer-sponsored employee benefit arrangement that is established for the purpose of providing retirement income for those that are eligible. But how does one contribute towards an account established on the participants’ behalf within a qualified retirement plan? The 401(k) participants have the option to […]

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Solo 401k Services

July 8th, 2013

The IRA Financial Group will take care of the entire set-up of your IRS compliant Solo 401k Plan. The whole process can be handled by phone, email, fax, or mail and typically takes between 5-14 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our […]

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401(k) Plan Record Keeper

June 24th, 2013

Not all retirement plans are the same. Our 401(k) Plans gives you the flexibility to customize a retirement plan that meets the specific needs of your company, the company’s executives, and the employees. Our IRS approved 401(k) plan and bundled recordkeeping services are specifically customized to small businesses with less than 50 employees, which allows […]

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