Fee Schedule

Plan Questionnaire

Key Dates

Investment Account Instructions

Plan Set-up and Installation

Plan must be set up and account opened by December 31 (or the end of your client's fiscal year).

Funding the Hartford Solo db

$1+ to open account by December 31 (or the end of client's fiscal year).

Deductible contribution must be funded when taxes are filed but no later than September 15.

Amending the db Plan

Increasing the Annual Contribution:
If a client qualifies, the contribution amount for the current tax year may be increased through December 31 or the end of your client's fiscal year.

Decreasing the Annual Contribution:
A client can generally decrease the contribution amount for the current tax year before 500 hours of service have been completed (generally around March 1). Once that point is crossed, the change to the contribution amount cannot be effective until the next tax year.