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schedule 14a from Solo 401K Adoption Agreement , image source: https://www.sec.gov/Archives/edgar/data/883569/000110465918023715/g28891byi003.jpg
9 Unique solo 401k Adoption Agreement
. individual 401 k profit sharing plan standardized basis and this adoption agreement is signed on september 24 2017 the effective date could be january 1 2017 or if later the business establishment date qualified retirement plan adoption agreement individual of the date this adoption agreement is signed or the effective date for elective deferrals part b existing plan amendment or restatement date this is an amendment or restatement of an existing qualified plan a prior plan solo 401k plan document my solo 401k financial the adoption agreement is used to appoint the individual generally the business owner who will serve as trustee of the solo 401k my solo401k financial pliance ficer is always available to explain the role of the trustee s fidelity self employed adoption agreement plete the profit sharing standardized 401 k plan adoption agreement no 003 to adopt or amend the fidelity self employed 401 k plan this is a prototype plan for use with the fidelity retirement plan basic plan document no 04 qualified retirement plan pensco trust pany pensco solo k standardized adoption agreement individual 401 k profit sharing plan key information when establishing a qualified retirement plan in addition to pleting signing and dating your qualified retirement plan’s adoption agreement there are a few other key items to be aware of obtain a fidelity bond in general every plan fiduciary administrator officer or employee who