• Duration

    191 minutes

  • Learners

    15+

  • Video

    116 minutes

    Solo 401(k) Training On-Demand

    The one-participant 401(k) plan isn't a new type of 401(k) plan. It's a traditional 401(k) plan covering only business owners with no employees, as well as the owner’s spouse(s). These plans have the same rules and requirements as any other 401(k) plan. Having no employees have its advantages such as the availability of larger contributions. By the end of this course, you will understand:
    • Background on One Participant Plans
    • Eligible Employers
    • Contribution Types
    • Contribution Limits
    • Plan Features
    • Distribution “Triggers”
    • Plan Corrections
    • And more

    Course Syllabus

    Solo 401(k) Plans 
    Plan Benefits 
    Plan Establishment 
    Contributions 
    Investments 
    Loans 
    Distributions 
    Plan Termination 
    Portability 
    Meet the instructor

    JP Ruiz

    JP Ruiz has spent more than 30 years as a consultant and trainer in the retirement and financial services industry. He was also the creator of the preparatory course for the American Bankers Association's Certified IRA Services Professional, CISP, designation. With his comprehensive knowledge of alternative investments, his consulting and training expertise was sought after by numerous third-party administrators in the self-directed IRA market.

    JP has also served as a member of the faculty of the national schools including the American Bankers Association (ABA) Trust School and the Graduate School of Banking at the University of Wisconsin - Madison. Ruiz is the creator of the IRA College which is the preparatory school for retirement professionals pursuing the Certified IRA Services Professional, CISP, designation through the American Bankers Association and is an approved Continuing Education Provider by the North American Securities Administrators Association.

    Ruiz is also the founder of Ruiz Consulting LLC which provides consulting services and education for numerous IRA and Solo 401(k) Administrators.

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