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Retirement plans - Client and Advisor access

Invesco Solo K plans (Oppenheimer plans were converted as well):

Client Access:

**Click on the picture above or the link to the right**:

Advisor access:

**Click on the picture above or the link to the right**:

*To check/values/print statements:

The Invesco Solo 401(k) is a 401(k) plan for owner-only businesses — those with no employees other than the owner's spouse and no plans to add employees in the near future.

Key Features

  • Both salary deferrals and profit sharing contributions are discretionary — you do not have to make them each year.
  • Rollovers from other eligible plans, including traditional IRAs, are permitted — giving you an opportunity to consolidate your retirement assets.
  • Profit sharing contributions and traditional salary deferrals are tax deductible, and earnings accumulate on a tax-deferred basis. Keep in mind, however, that any withdrawals made prior to 59½ may be subject to tax penalties.
  • Loans are available.
  • Designated Roth contributions — called a Roth 401(k) — offer tax-free earnings growth for all investors and tax-free distributions for those 59½ or older or who meet the specified criteria.

Who can establish

Businesses with no employees other than the owners and their spouses. If you have employees or anticipate hiring employees in the near future, this plan isn't appropriate for you.

Rollover contributions

Rollovers from other eligible plans are permitted.


You are 100% vested immediately.


Loans are available. Generally, you may borrow up to one-half of your vested account balance, but no more than $50,000.