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If you have employees other than your spouse or the spouse(s) of your co-owners who are eligible to participate in your plan, you must alert us. This change will impact your status and your regulatory filing requirements.
Helpful Links
Visit the Program Calendar to stay on top of important dates through the year and review monthly information and detailed action steps.
Learn more about filing your Form 5500 with the Department of Labor (DOL).
Learn how much you can save in your retirement savings, Health Savings Account, IRAs and more.
Resources
FAQs for Solo Plans
Yes, if you would like the Program to tell you how much you can contribute to your plan for the year. If you feel comfortable determining this on your own, you do not need to utilize the Program’s calculations service.
This is not required of your plan, unless you hire employees.
If your plan’s balance is over $250,000, you will have to file a Form 5500(EZ). If you add any employees to your plan, you will have to file a Form 5500 (SF).
You do not need to choose a QDIA (Qualified Deferred Investment Alternative) for your plan unless you hire employees.