Please use the form below to get us started on your Solo 401(k) Restatement process. Contact InformationPlease confirm your contact information.Solo 401(k) Plan Name*Please enter your Solo 401(k) Plan name Your Name*Enter your full legal name Phone*Primary/Daytime Phone NumberEmail*Primary email address Primary Address*This address will be listed on your plan documents, and should be your primary personal or business address. Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Zip Code Remove Co-TrusteeIf your plan has a currently listed co-trustee and you wish to remove that person, please check the following box. Remove Existing Co-Trustee Add or Change Co-TrusteeIf you wish to add or replace a co-trustee, please provide the new person's full legal name here. You may only list one co-trustee for your plan. Billing Address Enter a different billing address Billing Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Restatement OptionsPlan Version*Plans authored prior to May 1st, 2019 are on the legacy platform from Northwest Qualified Plans (Draneas, Huglin & Cooper, P.C.) and require a new subscription setup. Plans setup after May 1st, 2019 are on the Safeguard platform and will have an active subscription. Use the Before May 2019 option if you have a current plan but your subscription has expired. Before May 2019 - Need to Setup New Subscription May 2019 or Later - Current Subscription Active Delivery Option*How would you like to receive your restated plan documents? Digital Document (included) Printed Document + Digital ($75) Shipment Address I have a different shipping address Shipping Address Street Address Address Line 2 City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code AcknowledgementsConfirmation of Plan Eligibility* I represent that I am self-employed and have no full time employees in any business I control. Plan Document Subscription* I hereby subscribe to the Plan Document Maintenance service . I authorize Safeguard to bill the credit card provided for the annual subscription amount of $125 in the anniversary month of plan delivery. CommentsPlease enter any questions, comments, or special requests.PaymentFees for the restatement and ongoing document subscription may be paid by the sponsoring employer or from the Solo 401(k) Safeguard Solo 401(k) Cycle 3 Restatement & Subscription Price: Safeguard Solo 401(k) Cycle 3 RestatementRestatement fee is covered by your active subscription. Price: Printed Plan DocumentYes - $75Printed Plan DocumentYes - $75Total Due Today $0.00 Credit Card American ExpressDiscoverMasterCardVisaSupported Credit Cards: American Express, Discover, MasterCard, Visa Card Number Month010203040506070809101112 Year20212022202320242025202620272028202920302031203220332034203520362037203820392040 Expiration Date Security Code Cardholder Name PhoneThis field is for validation purposes and should be left unchanged.
