How It Works
Talcott Forge takes you from retirement savings to funded business in five stages. The entire process typically takes 4–8 weeks depending on your retirement custodian’s transfer speed.Check Eligibility
Answer a few questions about your retirement accounts, capital needs, and business plans. Our system evaluates your ROBS eligibility in real time — you’ll know within minutes whether you qualify.
Complete Your Application
Provide personal details, retirement account information, business details, and upload supporting documents. Your progress is saved automatically so you can return anytime.
Expert Review & Consultation
Our team reviews your application with AI-assisted compliance analysis. We’ll schedule a consultation call to discuss your specific situation, answer questions, and finalize your plan.
Entity Formation & Plan Setup
We guide the formation of your C-Corporation, establish your 401(k) plan, and generate all required legal and plan documents — adoption agreements, trust agreements, board resolutions, and more.
What You Get
| Deliverable | Description |
|---|---|
| AI Eligibility Analysis | Instant assessment of your ROBS qualification |
| C-Corp Formation Guidance | Jurisdiction selection, name filing, EIN |
| 401(k) Plan Documents | Adoption Agreement, Trust Agreement, Plan Highlights, Funding Policy |
| Corporate Governance | Bylaws, Board Resolutions, Stock Certificates, Stock Purchase Agreement |
| Rollover Coordination | Transfer tracking and milestone progress |
| Cap Table Management | Share class definitions, issuance records, valuations |
| Ongoing Compliance | Form 5500 filing, quarterly reviews, deadline tracking |
Ready to Start?
Check your eligibility — it takes about 2 minutes.