Plan Set Up
Restating an existing Solo 401k plan to Carry
Step 1: Click Open Account Next to Solo 401k on your Home page and then click 'Open Account' Step 2: Confirm your eligibility details Step 3: Revie...
Solo 401k Deadlines
Eligibility As long as there are no non-owner employees, most self-employed individuals, business owners, and couples running a business together are ...
Why was an EIN created for my Solo 401K plan?
When you open a Solo 401K plan, it is assigned a unique EIN. This is separate from your business EIN. Our financial partners and custodians require it...
How do I set up a Solo 401k with Carry?
Click Continue after reading through each screen and entering any necessary information. If you satisfy any of the following conditions: You have...
How to add a spouse to your Carry Solo 401k
You can add a spouse to your Carry Solo 401k plan by signing up to a Carry Solo 401k plan yourself first. Then your spouse would need to sign up for t...