The Plan Asset Rules

September 5th, 2013

The Department of Labor (“DOL”) Plan Asset Rules were generally enacted to limit an investment fund participant from using his retirement funds to transact with the investment fund or its assets. The Plan Asset Rules set forth the circumstances that can cause assets owned by an entity to be deemed to be assets of an […]

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Transferring Retirement Funds to a Solo 401K Plan

May 27th, 2011

Transfer retirement funds such as a Traditional IRA, SEP-IRA, SIMPLE IRA, 401 K, 403b, and most other pre-tax retirement plans tax-free from your current custodian to any financial institution or credit union who can serve as your Solo 401K Plan custodian for no fee.

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