need professional help and reassurance - solo 401k anxiety

[anxious]

in 2020 I started then terminated a solo 401k, then somehow now I ended up with another plan in 2022 and I'm completely overwhelmed
I try to read the instructions but my head just starts spinning and I'm panicked over the possibility of making any mistakes. at least I filed 5500ez 7 months after the first plan was empties.

I just want to give everything to a pro to check everything over (from both 2020 and 2022), correct any mistakes, and reassure me both plans are terminated properly, I want nothing to do with them anymore before I start crying.

Where can I hire a pro to take this on? I don't think my usual tax accountant can really do this.

[danj]

Have you considered hiring a professional solo 401(k) provider who can handle your compliance responsibilities?  With the help of a professional, you may be able to transfer your 401(k) plan assets to the provider's platform and sleep well again at night.

[Appleby]

On 12/25/2022 at 10:35 PM, anxious said:

Where can I hire a pro to take this on? I don't think my usual tax accountant can really do this.

Some providers partner with professionals that can help. You could start there. Good luck.