A Solo 401k plan is a normal 401k retirement plan, combined with a profit-sharing plan. If your spouse works with you, there are exceptions that can be made where you would still qualify for this type of plan if you’re a solo entrepreneur.

This is a qualified plan for those who own or run a business, which has no employees. This package includes the preparation of the adoption agreement, basic plan document, EGTRRA Amendment, Summary Plan Description, Trust Agreement, Roth Provisional Amendment, RMD Model Amendment, and 401(k) Final Regulations Amendment.