Solo 401(k) Restatement Application

Let’s get started!

Use this application to have Solera Plan Services, LLC restate an existing Solo 401(k) plan document and assume the role of plan provider.

This service is only available to clients who have an existing Solo 401(k) with a banking relationship with Solera National Bank, or who intend to establish a Solera banking relationship with the restated plan.

Please provide the information below and we’ll get started promptly.

Please review the Solera Plan Services Solo 401(k) Restatement Terms of Service before you begin.