Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Solo 401(k)

Are you self-employed? A Solo(k) is a robust investment account that lets self-employed individuals place their funds in almost any retirement asset. Discover how a Solo(k) can help you maximize your retirement savings.

Checkbook Solo 401(k) Success with BF Client Terry O'Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry was not familiar with […]
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December 19, 2019

Solo 401(k) - History

The Ultimate Solo 401(k) can trace its history back to 1875 when the American Express Company established America’s first corporate pension plan. In 1935, President Franklin D. Roosevelt signed the Social Security Act, a government administered – and guaranteed – retirement savings program. In 1939, a predecessor of the modern-day 401(k) Plan, “Section 401a” first appeared in […]
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Contact Us

One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


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