WESTLAKE, Ohio, June 10, 2025 -- Equity Trust Company, a leading financial services company with over 50 years of experience in the self-directed retirement space, announces the launch of the Equity Solo 401(k)—a comprehensive retirement solution designed for self-employed individuals and solopreneurs. This new offering, facilitated by its affiliate Equity Specialty Services, empowers investors to open, manage, and control their Solo 401(k) with unmatched speed, flexibility, and confidence.
Developed in collaboration with a leading industry software provider, the Equity Solo 401(k) simplifies and enhances the way self-employed individuals manage their retirement savings. From lightning-fast plan setup and IRS-compliant recordkeeping to direct fund access and real-time Roth conversions, the platform puts the plan holder in the driver's seat.
"While the Solo 401(k) provides many advantages for small business owners, managing the account has largely been a burdensome process," said George Sullivan, CEO of Equity Trust Company. "The Equity Solo 401(k) empowers solopreneurs to manage their retirement investments like never before—on their terms, with the flexibility and tools they need to succeed."
Built for Self-Employed Success
The Equity Solo 401(k) addresses the unique needs of self-employed investors, offering advantages such as:
- Fast, online onboarding – Plan setup in minutes with instant IRS-approved document generation
- Integrated fund control – Direct access to plan funds for faster, more convenient investing
- State-of-the-art online management – Intuitive tools and automated recordkeeping for compliance peace of mind
- Expanded contribution options – Traditional, Roth, and after-tax components all in one integrated account
- Diverse investment capabilities – Enables investing in both traditional and alternative assets
Discover how the Equity Solo 401(k) is reshaping retirement planning for solopreneurs – visit www.trustetc.com/solo-401k/.
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