Solo 401(k)

Go ahead and dip!

The IRS deadline is fast approaching! December 31 is the last day to adopt a Solo 401(k) plan for any 2019 contributions. Some things are just better together, like chips and salsa or small business owners and Security Benefit’s Solo 401(k) plans.

Key features of a Solo 401(k) with Security Benefit:

  • Higher contribution limits than other plans available, so your clients can dip a little or dip a lot
     
  • Numerous tax advantages
     
  • Traditional salary deferral + employer contribution up to $56,000
     
  • Able to borrow from yourself with a loan
     
  • Multi-fund, multi-manager investment lineup

In addition to these client features, Security Benefit waives all set up fees for Financial Professionals that sign up for their own Solo 401(k). You help others plan for retirement, let us help you.

Fill out the form below to have a sales expert give you a call.


*The Adoption Agreement Guide must be completed in order to get the implementation package.

The 401(k) is a Trust Account under §401(k) of the Internal Revenue Code. Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).