401k Rollover Funding - Legal Compliance
Is it legal? Yes, when completed and maintained in a compliant manner. We bring you the compliance assistance necessary to integrate each and every component required by law to comply with all applicable ERISA and IRS code sections pertinent to this type of transaction.
Our program has been reviewed by ERISA tax attorneys who typically have an LLM (Masters Degree in Taxation) or CPA certifications. We have done hundreds of customized retirement funded business plans for business owners across America.
The first step in the 401k Business Funding process is to complete the Interactive Questionnaire then print each completed page and fax to (800)459-5604 OR scan and email to email@example.com.
Click to open pdf: CORPORATE QUESTIONNAIRE