B Gene Stair Posted July 19, 2018 Posted July 19, 2018 Client needs assistance sorting out issues concerning an existing solo 401-k plan. Concerns: Proper original setup and on-going service. Can anyone help? Please provide your recommendation.
Larry Starr Posted July 19, 2018 Posted July 19, 2018 Just not enough there to make any cogent suggestions or know what the issues are. Probably needs a phone conversation. If you would like to talk, feel free to call me at 413-736-2066 and I might be able to give you a more useful response. Lawrence C. Starr, FLMI, CLU, CEBS, CPC, ChFC, EA, ATA, QPFC President Qualified Plan Consultants, Inc. 46 Daggett Drive West Springfield, MA 01089 413-736-2066 larrystarr@qpc-inc.com
Draper55 Posted July 20, 2018 Posted July 20, 2018 412216591 if you need assistance with solok...usually very straightforward plans..
Barbara Posted July 20, 2018 Posted July 20, 2018 I've had quite a bit of experience reviewing these and fixing them when there was an error in set up. I'm on the West Coast; not sure where your client is located? my direct line is 310-259-0552.
Florence Posted July 21, 2018 Posted July 21, 2018 I would be glad to assist. I'm located on east coast in Ohio. 4405724950
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