2026 plan · setup 3 of 9 done
Your plan documents are ready to sign.
Five documents create the plan and its trust. We summarize them in plain terms beside the full text. About ten minutes.
Review and signWho has it
Your time: 8 of about 45 minutes
- 1Confirm your business and pay detailsYouDone
- 2Actuary confirms your contribution rangeActuaryDone
- 3Plan documents preparedMaxedDone
- 4Review and sign your plan documentsYouYour turn · 10 min
- 5Apply for the plan's tax IDYou10 min
- 6Brokerage account forms filled inMaxed1 business day
- 7Open the plan's brokerage accountYou5 min, then mail
- 8Choose how the account is investedYou10 min
- 9Make your first contributionYouBy Sep 15, 2027