Website Disclaimers

Retire4One is neither a law firm nor a public accounting firm.  We are not responsible for, and nothing that we communicate to you should be construed as, legal advice, tax advice, or opinions regarding your plan, your obligations under the plan, or the possible implications of excluding any employee or independent contractor engaged by your company.

Retire4one does not provide investment advice.

Retire4one is not responsible for making any determinations with respect to the company’s status as a possible controlled group or affiliated service group as defined under the Internal Revenue Code. You should check with your tax advisor or CPA to determine if either one of these conditions exist in your situation.

Should you hire an employee(s), you will be able to keep this program if you so elect. There would be an additional fee to cover the additional costs associated with having non-owner participants. We have set up the plan document to ensure that if you hire employees and they end up becoming eligible for the plan, the plan will be able to continue to operate with no interruptions and no issues. Thus, if you end up hiring someone that becomes eligible and would like to continue with the program, that will not be a problem. We will need to be notified so we can take care of the additional requirements of this situation.

Retire4one sets the plan parameters as to what we would suggest are the best setting for a Solo 401(k) Plan. By signing up for the Retire4one DCG Plan, you are agreeing to the terms of the plan as set out in the Adoption Agreement. To review a listing of the plan parameters, please click here – SPD.