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New Solo 401K desired features

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  • New Solo 401K desired features

    I am in the process of setting up a Solo 401K.  The plan is to have a Third Party Administrator (TPA) customize a plan which will be held at Schwab.  Here are the features that I would like included so far:  1. Brokerage option  2. Roth option  3. Accepts incoming rollovers  4. In plan Roth conversions  5. Loan option  6. Non-traditional investment option  7. Allows for NON-Roth after tax contributions  8.  Allows for non-hardship in service withdrawal of after tax contributions.  Am I missing anything?

     

     
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