EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes

Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings. To learn more check out Mat’s article: Solo 401K Form 5500 Tax Filing and Five-Point Compliance Checklist at www.matsorensen.com

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