Self-Direct 401K Plan Designs

1Creation of Plan Documents
2Business Name
4Make Payment
This is usually the name of the business with 401K at the end. an example would John”s Auto Repair 401K Plan.
This is usually the business owner, managed partner or self-employed person.
This is not to be confuse with an estate trust. Solo 401k plans are required to setup a trust bank account to hold retirement contributions. This name will be listed on your checkbook account. i.e “TNE Investments Trust” or “ABC Venture Capital”

Other Retirement Plan Design Services

Plan Design Services

The employee benefit plan landscape has changed dramatically over the last few years, and our staff of specialists is committed to helping you navigate these changes. We can design and prepare your employee benefit plan documents for ERISA and tax compliance, and we can help you to understand your workforce, your objectives, and the advantages and deficiencies of your current employee benefit plan, analyze the marketplace with your specific requirements in mind and uncover the best fit for your objectives and employees. At Shalom Consulting Group, we strive to provide creative, comprehensive employee benefit plans and can help you weigh the complex benefits and costs posed by today’s qualified and nonqualified pension and profit-sharing plans, including 401(k), SEP, SEP IRA, life insurance, and health insurance plans.

  • Life Insurance Retirement Plan (LIRP)
  • Executive Bonuses Plans
  • Traditional IRAs
  • Roth IRAs
  • Fixed Annuities
  • Indexed Annuities