Rollover 401(k) accounts (Traditional and Solo)

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We're seeking a retirement planning professional to help execute the consolidation of multiple 401(k) accounts into a new Solo 401(k) plan with Carry.com. There are a few retirement across four 401ks accounts (two active, two inactive) and one IRA, and the goal is to simplify management, reduce overhead, and optimize contribution strategy. Scope of Work: Review current 401(k) accounts (Traditional and Solo) Provide a step-by-step consolidation plan to transfer inactive accounts into Carry.com Assist in executing rollovers, coordinating with existing providers Advise on optimizing contributions moving forward under the new Solo 401(k) Track employer match eligibility and provide planning insights Requirements: Experience with Solo 401(k) setups and rollovers Familiarity with providers like Carry.com Ability to liaise with custodians and assist with paperwork CFP, fiduciary advisor, or equivalent credentials preferred Should be comfortable working with EA/third party to execute steps if business owner is not available

Financial Planning Certified Financial Planner