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Regarding Eligibility and Elective Deferrals

Elective Deferrals: Elective deferrals up to 100% of compensation (“earned income” in the case of a self-employed individual) up to the annual contribution limit – [contribution_total_employee() ] in 2015 and 2016, or [contribution_total_50_or_older() ] in 2015 and 2016 if age 50 or older. Contribution limits for self-employed individuals: You must make a special computation to…

Can I set up my Single(k) in the name of a revocable living trust?

No. Single(k) must be set up in your company’s name.

Can I set up automatic payments to my Single(k)?

Ask your financial institution if you can link your bank account to your Single(k) plan.

Do I need an Employer Identification Number (EIN)?

Yes. The IRS and certain custodians (including Charles Schwab & Co., Inc.) require an Employer Identification Number (EIN) to establish any retirement plan. This is especially the case if you are a sole proprietor and currently use your Social Security Number for your business and personal taxes. Because Single(k) is a qualified retirement plan, it…

How long until my account is set up and ready to be funded?

It takes about two weeks after we receive your signed Adoption Agreement (which we’ll send you after you sign up online) to get your account set up and ready for funding.

How do I get started?

Set up and fund your Single(k) plan in three steps. Step 1: You will need your EIN and credit card information to complete the online sign-up process. (Don’t have an EIN? Click here to apply for one on the IRS Web site.)   Step 2: Complete the online sign-up process. (This will take about 15…