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What if I want to terminate my account?

Per our Agreement for Services, page 3 (part of your sign-up package), we require a 60-day written termination notice before your next annual billing to terminate your Single(k). Without such notice, you will be subject to the $60 termination fee. If you wish to terminate your account, we will send you a termination e-mail.

Note: If you will be shutting down your Single 401(k) plan, you will be required to liquidate your 401(k) account and file a final Form 5500 to report that the plan has been terminated.

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