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, try our Funding Calculator.