2026 Solo 401(k) Basics
SKU: 06-583-01-CPE
Credit Hours: 1
Level: Basic
Category: Finance
Program Prerequisites: None
Delivery Method: Video
Instructor: Rob Stephens, CPA
Course Description:
This course covers the essentials of setting up, maintaining, and optimizing a Solo 401(k), a retirement plan tailored for self-employed individuals and business owners without full-time employees.
This course will cover the following Objectives:
- Recall the different types of solo 401(k) plans.
- Identify the eligibility requirements of a solo 401(k).
- Recognize solo 401(k) contribution limits.
- Recall key solo 401(k) deadlines.
- Identify solo 401(k) plan maintenance requirements.