SOLO 401K PLANS
       FOR
WOMEN ONLY

What You Get

Home
Getting Started
Getting There
What You Get
Questions ?
Get Started Now
Got it
News
Privacy/Legal


 

   You Get ....1...2...3...



1. IRS Approved Plan
     Documents,



2. Annual Administration and


 
3. Seasoned Help. 
 
Plan Documents:Plan Setup & Conversion:
IRS Approved Prototype  Plan DocumentsEnrollment Materials
IRS Approved Volume Submitter DocumentsSet up Documents
Trust Agreements for the AssetsContribution Setup Procedures
Summary Plan Description for all participantsTransfer of Asset Coordination
Loan Procedure 
QDRO Procedure for Divorce
Plan Operations: Reporting:
Eligibility DeterminationAnnual Contribution Report
Contribution AllocationAnnual Distribution Report
Vesting ContributionsAnnual Loan Balance Report
Loan ProcessingStatement of Assets and Liabilities
Distribution ProcessingStatement of Income and Expense
Dept. of Labor & IRS TestingIRS & DOL Compliance
ADP TestingForm 5500 (EZ)
ACP TestingForm  1099-R
Participation TestingForm  1096
Non Discrimination  of Contribution TestingForm 945
Top Heavy Testing Form 5310
Cross TestingForm 5330
Minimum Coverage TestingForm 5307

You also get...

The Solo-k Group..

1. We Know Business
As business owners ourselves, we understand the budgetary and time constraints that companies face. We’ll help you define your goals in clear, concrete terms and then work with you to deliver a realistic, affordable, business-savvy retirement plan solution.
” I have recently become a client of you all with our company and a small pension 401K Plan…. I can’t tell you how smart, how helpful, kind, patient, and professional… “one true winner”.” H. Sherman-Automotive & Related Industries
.
 
 
2. World-Class Experience

Hire The Solo-k Group and you’ll get Lawrence Groves, a respected author and  leading  401k expert with over 25 years of experience.

Lawrence Groves
Someone who has successfully launched projects for clients like Toyota, Pepsi, Coors, Monsanto, and Helen Rubenstein. Firms who lead their respective industries. He also introduced the first 401k into the Colgate Palmolive Company in the early 80’s. We’ll bring this know how to your project.
“ Thanks so much for all the hard work!” –P Mather-Credit Services
 
 
3. Speed Without Compromise
Clients love the quality work we deliver even under tight deadlines. We realize you don’t have time to dilly dally. That’s why we’ll work with you to turnaround your project ASAP.
“Thanks! I didn’t expect an answer from you today! Guess I’m not the only one that comes in on weekends ..” Brenda W- The Broussard Group
 
 
4. Reliable, Dependable, and Available
At The Solo-k Group, we pride ourselves on the level of personal contact we provide our clients. You’ll always be able to talk directly to the people working on your plan whenever you want.
” I like the quick response I get when I call and If I leave a message Lawrence gets back with me soon. Unlike with Bisys, I know who I will be talking to.”Shirley B.–Johnson County S.U.D.
 
 
5. Deliverables You Can Use
We don’t try to impress you with 200-page IRS regulations you’ll never read, convoluted processes that take up your time, or plan illustrations that don’t fit your circumstances. We just give you the advice, documents, and administration you really need.
“Thank-you for all your help. I really appreciate it. I can make a happy phone calls to those 2 people now :)”Arimbie T – World Trade Center Institute. 
 
 
6. No “B” Team
When you hire The Solo-k Group, you get The Solo-k Group — not a less-qualified “B” team, or outside subcontractor. From the original proposal to the final deliverable, you’ll have our top talent working on your plan.
 "I really appreciate the attention to detail that you provide!" L. Eddy -VBAS.
  
 
7. Plain English, Not Techno-Babble
You deserve clear, honest, and straightforward communication from your retirement firm. So we don’t hide behind acronyms, buzzwords, or industry jargon. With The Solo-k Group, you get answers you can understand.
“I love a clear explanation and you truly helped me to understand the difference” Cheryl C –Morgan Stanley
 
 
8. We Listen
We start a project by learning and listening, not showing you pictures. We’ll determine your business goals and then find out what you want. The result is a clear plan that insures results for you.
  
 
9. Bigger isn’t Better
Many companies who put their faith in big retirement shops wind up disappointed. These “safe” shops merged out of business, cut staff, and over promised. Unlike these bloated firms, we’ve stayed steady, delivered plenty, and kept our clients coming back for more.
“ Thank you Lawrence for taking care of this asap," A. Lozano- Laredo Development
 
10. An Objective Approach
We understand the realities of retirement plan administration. Payroll wants this, investment advisors want that, and the business team wants this, that, and the other. The Solo-k Group brings a fresh set of eyes and an unbiased viewpoint. We’ll create a dream team by unifying your valuable perspective with our objective expertise.
“You are awesome! Thank-you, “ D. Buckminster-Morgan Stanley
 
 
Working with The Solo-k Group is as easy as 1-2-3:
 
1. We’ll Interface
 
Let’s meet over the phone, via e-mail, or in person (if calling or e-mailing ask for Lawrence Groves). We’ll be happy to exchange ideas and discuss how The Solo-k Group can make your retirement plan project successful. We can also explain our process, how long your project will take, what results you can expect, or anything else you want to know.
 
2. We’ll Put Together A PDQ For You (Fast!)
 
Sign up for a Solo 401k plan and we’ll deliver your documents within days. We'll get you a Plan Design Questionnaire (PDQ); we can put one together right away. With your answers we‘ll deliver your documents to get you started in no time.
 
3. We’ll Deliver
 
As soon as you’re ready, we’ll get started. Then we’ll make it our mission to deliver the results you need.
 
Let us hear from you today.  

Wait , there is one more thing...

We tracked down one of the best books about crucial areas of business that you would want more information on. We handpicked this book because you know the authors and the content. They are top-notch and worth every penny -- if you were to buy it. But here's the catch: We only have 30 copies.
And as you'll see, if you were to buy this book separately, you'd pay $25.95  additionally over what this package is available for today.
Here is the bonus included in this special offer, at absolutely no charge..
                                       Your Shortcut to Business Success:
Go From Beginner            
 to  Professional Business
 Leader ....Fast
 
                                                                          
If you ACT NOW and you are amongst the first 30 to get started now, we will send you a free copy of the HarperAudio 6 hour book "The Cycle of Leadership". This 4 tape audio book,  taps into the wisdom of the world's top CEOs to provide powerful insights that will help you with the driving issues of today. Hear from M. Tichy, the best selling author of the leadership engine about how to create an organization that fosters knowledge exchange and how their efforts lead to smarter, more agile companies- and winning results:
          GE and Jack Welch;
          Trilogy and Joe Liemandt;
          Intell, Dell, Southwest Airlines,
          3M,YUM!, the Home Depot,;
          Genetech and others.
But that's not all in store for you.
What's more, since this book is available in audio format, you'll be able to enjoy the information anywhere. (Along with a just-added million dollar surprise!) This material and your new Solo 401k plan will be on it's way by Priority mail!
WE CAN ONLY GUARANTEE that the next 30 who order will receive the book.

Ready to get started now...

Click here to make the single best and most important decision you will make this year



Give us a call at (727) 277-4137  or  
send us an email at marketing@womensolok.com
.


The Solo-k Group adheres to the S.E.C. and Dept. of Labor's"10 Affirmations of Ethical Behavior"








Visit our parent site http://www.solo-k.com