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ERISA and ROBS: Understanding Your Fiduciary Duties as Both Owner and Plan Trustee
  • Compliance & Legal
  • September 29, 2026

ERISA and ROBS: Understanding Your Fiduciary Duties as Both Owner and Plan Trustee

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5 ROBS Compliance Mistakes That Put Your Plan at Risk
  • Compliance & Legal
  • September 29, 2026

5 ROBS Compliance Mistakes That Put Your Plan at Risk

The IRS is aware of the Rollover for Business Startup (ROBS) structure and has determined it is legal. There are requirements for the process. That makes it important to work with a partner like Business...

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Does the IRS Label ROBS a ‘Questionable Transaction’ — and What That Really Means
  • Compliance & Legal
  • September 29, 2026

Does the IRS Label ROBS a ‘Questionable Transaction’ — and What That Really Means

If you have researched the Rollover for Business Startup (ROBS) strategy, you may have encountered the fact that the IRS has described it as a transaction of interest or, in some IRS publications, characterized it...

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ROBS Compliance Checklist: Keeping Your Plan Legally Bulletproof Year After Year
  • Compliance & Legal
  • September 29, 2026

ROBS Compliance Checklist: Keeping Your Plan Legally Bulletproof Year After Year

Establishing a Rollover for Business Startup (ROBS) arrangement is only the beginning. To maintain the legal integrity of the structure — and to protect yourself from plan disqualification — ongoing compliance is essential with the...

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We help individuals fund their business using 401(k) or IRA money. Rollover as Business Startups (ROBS). No bank loans, no money or interest to pay back, with 40% saved in taxes and 50% saved in fees.

602-291-9800 randy@businessfundingtrust.com
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