How it Works

Our 401k business financing program facilitates rolling over part or all of the funds in your existing retirement account to invest it in your new business or franchise venture(s).

Here is how it works:

  1. Using a process known as Rollovers for Business Start-ups (ROBS), our team will help you form a new corporation. This must be a C Corporation to meet legal requirements; it cannot be a Partnership or LLC.
  2. The new C Corporation will sponsor its own 401k plan.
  3. Funds from your existing retirement account will be rolled over to the new account without triggering a taxable distribution. (You are not withdrawing from your 401k early, you’re just moving the funds to a new 401k.)
  4. Your new 401k then purchases shares of your new corporation. Cash-rich, the corporation can then use that money to buy a business or franchise.

This process leaves you without debt and completely in control of how much your investment will grow. Our staff of highly experienced professionals will ensure you meet all of the rules and regulations associated with using 401k business funding. We will also stand behind our work in the event of an audit.

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