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IRA Checkbook Control

Invest in Real Estate, Gold, Precious Metals and more

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The Case For Gold In Your IRA

A must read, very informative booklet from AE-Trust

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Self Directed 401K (one.K) Package- Table of Contents

Here are the table of contents for your self-directed 401k

Basic Checklist for Administration of the one.KSM/mySOPSM Plan

The Accuplan Benefits Sevices - one.KSM/mySOPSM Plan Product Guide

Formal Adoption Agreement
IRS Favorable Determination Letter for the Plan
Summary Plan Description (SPD)
Formal one.KSM/mySOPSM Plan Document and Trust Agreement

Sample Forms for Administration of the one.KSM/mySOPSM Plan

  • Wage Deferral Agreement
  • Bonus Deferral Agreement
  • Self-Employed Deferral Agreement
  • Default Investment Notice
  • Beneficiary Designation Form
  • Banking Authorization Form
  • Rollover Authorization Form
  • Special Tax Notice Regarding Treatment of Rollovers
  • Distribution Election Form
  • Beneficiary Distribution Election Form
  • In-Service Withdrawal Request Form
  • Sample Loan Procedures
  • Loan Application
  • Promissory Note
  • Spouse's Consent to Loan
  • QDRO Procedures (Qualified Domestic Relations Order)
  • QDRO Checklist
  • QDRO Request for Evaluation Letter to Interested Parties
  • QDRO Acceptance/Denial Letter to Interested Parties
  • Plan Blackout Notice
  • Formal Resolution for Amendment of Plan
  • Formal Resolution for Termination of Plan
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SDIRA ebook

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Self-Directed IRA Investing Guide Now!

Self Directed 401k Investing

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