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Your clients are looking for you. A very large number of people are already searching for information on Solo 401k plans. Why not become the Solo 401k expert who provides this information to your clients?
Not a financial advisor? Find one at the Blog and FAQ.
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What you'll get
- Our end-to-end web service, the simplest way to set up a Solo 401k for your clients.
What it costs
We charge a fixed rate for each time you use our service to create a Solo 401k. You charge your clients an additional fee for your consulting time.
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Benefits to you
- We can show you how to add $150,000 to your bottom line annually.
- There is no investment required and you will not need to add additional employees
- Many of your Solo 401k clients will be from your existing client base.
- It is a web-based system. We will keep you up to date with all IRS approved documents and advice on how to build your practice.
- Your clients get checkbook control of their retirement funds.
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After signing up, you'll have access to our system so that you can see how easy it is to set up a Solo 401k with mybusiness401k.
Whitepaper
This white paper explains more about the advantages of becoming a certified MyBusiness401k advisor.
Download in Adobe Acrobat format:
How it works
- As an advisor, you sign up one time.
- Once signed up, all documents and interaction with your clients are branded with your contact information.
- The system is pay-per-use.
- You will have access to a complete database of your client information
- In a short meeting with your client or using a client-completed checklist, you can create an IRS-approved Solo 401k plan for your client.
- We will ship a binder with all necessary plan documents and an instruction set for signing - all within 3 days or less.
- We have links to banks that understand the type of account necessary for checkbook control.
- The required forms for plan-to-plan transfer are provided.
