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Solo 401(k) Annual Compliance Service

IRS tax rules and guidelines change annually. IRA Financial ensures your plan documents are updated and that your self-directed structure remains compliant and respected by the IRS. We offer Basic and Premium annual consulting services.

$199 $500
Solo 401(k) plan document updates as required by law
IRS plan restatements
Unlimited Solo 401(k) plan tax and consulting services for 12 months from date of invoice
Support with questions on IRS Form 5500-EZ
Access to special podcasts, videos, and articles
One-on-one Solo 401(k) plan consulting with Adam Bergman, Esq.
One-on-one assistance with preparation of IRS Form 5500-EZ
Free copies of self-directed retirement books by Adam Bergman
Filing of IRS Form 1099-R
Access to exclusive webinars
Guidance with IRS audits