Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Odds are Against You Choosing the Optimum Owner-Only Retirement Plan
Milberg Consulting LLC Dec. 3, 2004
Excerpt: The choices for owner-only plans (including the so-called Solo(k) and Individual(k) plans) are numerous and far more complicated than one might suspect. Selecting the right plan type, benefits and features portends the plan's ultimate success or failure. Unless you are familiar with all of the plans and each of their respective forms shown below, the odds are that you will not choose the optimum plan.
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