How to Search Form 5500 Filings by Company Name
How to find any company’s Form 5500 in the EFAST2 database for free, read what it reveals, and why some won’t show up.
Pooled Employer Plans Are a Fiduciary Game Changer
A new kind of multiple employer retirement plan, the pooled employer plan (PEP), offers a powerful alternative to a standalone plan, especially for smaller employers who may be wary of the expense and legal burdens associated with plan sponsorship.
Rollovers As Business Startups: 4 Most Common Compliance Issues
The real challenge that most business owners who engage in the ROBS business financing strategy face is, of course, compliance issues and regulatory requirements. Here are answers to 4 of the most common compliance issues.
Rollovers As Business Startups: 4 Most Common Questions
So, you engaged in the Rollovers As Business Startups (ROBS) financing strategy or you’re thinking about it as an option for funding your business venture and you are just trying to do as much research as possible. Either way you have questions, and we have the answers! In fact, 4 answers to 4 of the most common ROBS questions we encounter.
Insider Insights: The ROBS Strategy for Financing Your Business
For those who have already engaged in the ROBS transaction or are thinking about pursuing it as a funding option, here are some quick insights regarding what we see regularly with business owners who have used the ROBS strategy.
How to Select Your ROBS Provider
There are some things to consider when selecting your ROBS Provider (also known as a ROBS Promoter). The ROBS business financing strategy is a complex investment, whereby retirement monies are used to purchase and invest in private stock (considered a securities transaction), and which must follow several government regulations.
ROBS Business Financing Strategy: THE 8-STEP GUIDE
You’ve decided that the ROBS business financing strategy is how you want to finance the start of a new business or growth of an existing business and want to get down to the nitty gritty of how the strategy is setup and implemented. Well, here is the 8-step guide.
The Top 3 Highlights of the IRS Rollovers as Business Start-ups (ROBS) Bulletin
Written by Frank Selden | Founder & Owner of Frank Selden Law, PS What can we learn about Rollovers as Business Start-ups (ROBS) setups …
I Received My IRS Compliance Statement… What’s Next?
What is an IRS Compliance Statement? When a plan sponsor and the IRS agree with the proposed correction to retirement plan errors disclosed in a …
Rollovers as Business Start-Ups (ROBS) Update
How the Rollovers as Business Start-Ups (ROBS) transaction should be structured and also how the required 401(k) Plan should be properly administered over time.