nan

Thanks very much- just wasn't sure about the 401K being that the brokerage firms don't have many folks with expertise to be able to provide accurate guidance. They all state that the templates they provide are approved standards and can be used for clients especially single owner/employee etc. Located in central NJ if any one is in the business or can refer to reliable one. Many thanks again.

It seems that several folks responded differently about completion of the Form 5500 (EZ). Is an individual required to complete &file 2 separate 5500's one each for solo401K and DB plan when assets exceed 250K together?

I am getting old fast and new to DB plans as I've been looking to find good TPA for solo401K and defined ben plan for single owner/employee. I have been working for just over 30 yrs and finally decided to set up a CB plan and solo 401K already established in Dec. All of my accounting etc. is straightforward with no complicated matters and it's just myself in my owner-only small business (LLC.). Does anyone know if I really need a TPA to do anything for the solo401K I setup and administration or can I use the general plan/ adoption agreement template that the large brokerage house already has?? Any recommendations on TPA for the CB plan as it seems hundreds of TPAs that are selling services with large fees and mostly geared towards larger businesses. I know DB plans are complex and although mine is straight forward, I'd like to find someone/group that may actually want to help me:) Thanks for any help in advance.