2023 Solo 401(k) Factsheets

A Solo 401(k) is a type of retirement savings plan designed for self-employed individuals or small business owners who have no employees other than themselves and their spouse that offers flexibility and simplicity. It is also sometimes referred to as an Individual 401(k) or a Self-Employed 401(k).

Here is a recent flyer we are offering regarding Solo 401(k) plans. If you are interested in learning more, please reach out to us:

Solo 401(k) Fact Sheet