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Plan Administration

At the most basic level, self-directed IRA and Solo 401(k) plans are no different than any other comparable retirement plan. All plan components such as contribution limits, distribution processes, designation of beneficiaries are the same.

When you operate a self-directed retirement plan, you may have a more hands-on view of some of these plan events.

In this series of articles, we cover some of the basic concepts surrounding plan administrative actions and how they apply to your self-directed plan.