Your Self-Directed 401(k) Enrollment Form has been sent for electronic signature. Please check your email and sign your documents to begin processing.
Visit Our WebsiteImportant: Your setup does not begin until your document is signed. Please check your inbox (and spam folder) for the electronic signature email and complete your signature as soon as possible.
We review and process your signed enrollment form.
We prepare and send your SS-4 form for signature.
Once signed, we obtain your 401(k) plan EIN from the IRS.
You receive access to your secure document folder.
We guide you through opening your 401(k) bank account.
After your bank account is established, we provide your transfer documents.
If you sign promptly, processing can begin the same day.
Most clients have their 401(k) bank account opened within 3 business days of signing.
Transfers depend on your current custodian and typically take the longest.
We do not control third-party bank or custodian processing times.