How to Move Your
Solo 401(k) - 
Getting Started

Learn everything you need to know before moving your Solo 401(k)

FREE GUIDE

Move Solok LP

Already have a Solo 401(k) and want to move it to IRAR’s platform?

Unlike many Solo 401(k) platforms that restrict investment types, IRAR supports real estate and other alternative assets. The platform handles allocations, tracking of contributions and distributions, separate accounting for Roth vs. non-Roth, loan tracking, and more, all in one centralized tool. This means you won’t have to worry about manual spreadsheets or compliance errors.

You can transfer your plan at any time. This guide walks you through the key steps and considerations.

This guide covers:

  • Steps to take to move your plan
  • Properly setting up your account at IRAR
  • Easily managing ongoing administrative responsibilities

Ready to Get Started?

Download our step-by-step guide to begin your account setup and plan migration today. It covers everything you need to make the move smooth and fully compliant.

Complete the form to get your free guide delivered to your inbox today!

"From a user standpoint, the IRAR platform is easy to use. I log in monthly to reconcile accounts and handle tasks, and we've already made our first investment through the Solo 401(k). I really value the flexibility, it’s even got me thinking about moving more funds from my IRA to keep diversifying. Everyone I’ve worked with at IRAR has been incredibly friendly and helpful. When technical issues came up, they jumped on calls, walked me through solutions, and helped me understand both the back-office process and the investment rules for the Solo 401(k)."

Dante Passantino - IRAR Client

"I wanted to express my sincere gratitude for sharing this helpful guide. Not only did it clarify the basics for me, but it also motivated me to take action and get started right away."

Jason Adams - IRAR Client

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