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Services for Your SoloDB Plan
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Our consultants provide all of the services you need to setup and operate your plan.
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| Plan Setup. After you complete the setup form, we prepare the plan document and other forms needed to establish your plan. |
| Ongoing Support. We are available via email and telephone for ongoing questions and support. |
| Calculation of Contribution Limits. We make annual actuarial calculations of your contribution limits to help you fund your plan. |
| Tax Compliance. Our consultants prepare signature ready tax forms to fulfill filing requirements for your plan, including Form 5500-EZ, Form 1099-R, and Form 945. |
| Distributions and Loans. We provide you with forms and other required services for processing distributions and loans. |
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PLAN COMPARISON
How does the SoloDB Plan compare to other plans for small businesses?
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