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Nexus helps qualified founders establish and operate a ROBS structure: a C-Corporation, a company-sponsored 401(k) plan and trust, a direct rollover, and the plan’s purchase of company stock. These docs explain the structure, the Nexus customer process, pricing, and the responsibilities that continue after the business is funded. They are educational and do not replace legal, tax, accounting, investment, or fiduciary advice.

How Nexus works

Follow the path from screening through setup, rollover, capitalization, and ongoing administration.

Pricing

Review the current setup fee, quarterly administration fee, and included scope.

Check your fit

Understand the retirement-account, working-owner, funding, and entity requirements Nexus screens for.

ROBS fundamentals

Learn how a ROBS structure turns eligible retirement assets into business capital.

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Setup and ongoing administration

Nexus setup includes C-Corp formation, 401(k) plan and trust establishment, direct rollover coordination, stock issuance to the plan trust, and a first-year ERISA fidelity bond. After funding, Nexus supports plan administration, Form 5500 filing, required testing, bond renewal, cap table and valuation recordkeeping, and registered-agent renewal.

Map your path

Start with the short Nexus eligibility primer and ROBS screening.