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PrintResetFidelity AdvisorInvestmentOnly Retirement Plan Master Application Use this form to open a new investment only retirement plan. Type on screen or fill in using CAPITAL letters and black ink.
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01
Determine if you are eligible to open an investment-only retirement plan.
02
Choose a financial institution or investment firm that offers investment-only retirement plans.
03
Fill out the necessary paperwork to open the account, providing information such as your personal details and financial goals.
04
Select the investments you would like to include in your plan, considering factors like risk tolerance and time horizon.
05
Monitor and adjust your investments as needed to ensure your retirement savings are growing over time.

Who needs investment-only retirement plan?

01
Individuals who have already maxed out their contributions to traditional retirement accounts like a 401(k) or IRA.
02
High-earning individuals looking for additional tax-advantaged ways to save for retirement.
03
Self-employed individuals or small business owners looking for a flexible retirement savings option.
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An investment-only retirement plan is a type of retirement account that allows individuals to only invest in various financial instruments rather than offering a mix of investments and insurance products.
Employers who offer investment-only retirement plans to their employees are required to file the plan.
To fill out an investment-only retirement plan, employers must provide information on the plan's investments, contributions, participants, and other relevant details.
The purpose of an investment-only retirement plan is to help individuals save for retirement by investing in a diverse range of financial instruments.
Information such as plan investments, contributions, participant demographics, and compliance with regulations must be reported on an investment-only retirement plan.
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