Business 401 (k) / IRA Business Funding

You’re ready to begin your dream of opening a business, but you’re hesitant to take out a small business loan and pay interest on it. Fortunately, there’s another alternative. You have the option to use your IRA/401(k) to start a business – without paying upfront taxes or early withdrawal penalties.


Secure Small Business Financing Using Funds From Your Retirement Account

The ROBS program (Rollover as Business Start-Ups), was pioneered by our associates in 1983. It has helped thousands of entrepreneurs like you receive funding in a manner that is safe, effective and legal. It’s also quick – many receive their funding in as little as 10 business days.


You’re Not Alone, Even After You Receive Funding

Our associates will partner with you, rooting for your success – for as long as you need us. Here are just a few of the ways you receive the best service in the industry from our associates:

• In-house team of certified professionals – no subcontractors or outsourcing of retirement plan services

• Custom plan designed specifically for you – including 401(k) and profit-sharing options

• More experience than any other provider, and a knowledgeable team of experts with the most industry certifications

• Audit Shield protection

• Assurance in knowing that we’ve NEVER had a plan disqualified!


What’s Your ‘Fundability’?

Getting Pre-Qualified for funding is a great first step to owning your own business or franchise. To get an idea of the amount and types of funding that may be available to you.