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Tag: solo 401k bank account

Checkbook Solo 401k or QRP: How To Open a Bank Account

Posted on November 2, 2017 by ReSure Financial
Opening a bank account for a Checkbook Control Solo 401(k) Plan or QRP should be straightforward. However, being that many bankers are unfamiliar with Checkbook Control Solo 401K Plans and Checkbook Control IRAs, opening bank accounts for these tax-sheltered retirement plans can seem complicated.

The most important thing to convey to your banker is that they are just opening a business bank account for a trust; they are not setting up a 401k Plan or IRA account.

In this post we’ll provide all the info you and your banker need to set up accounts for your Self-Directed Solo 401K Trust. Continue reading “Checkbook Solo 401k or QRP: How To Open a Bank Account” →

Posted in Checkbook Control BlogTagged Checkbook Control 401k, Individual 401k, QRP bank account, Roth 401k, Self-Directed Solo 401k, Solo 401k, solo 401k bank account, Solo K

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