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 concierge 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 form your C-Corporation (Delaware, Nevada, Wyoming, or Texas), establish your 401(k) plan, and generate all required legal and plan documents. Documents are sent for electronic signature directly through your dashboard.
What You Get
| Deliverable | Description |
|---|---|
| AI Eligibility Analysis | Instant assessment of your ROBS qualification |
| C-Corp Formation | Jurisdiction selection, state filing, EIN, registered agent |
| 401(k) Plan Documents | Adoption Agreement, Trust Agreement, Plan Highlights, Funding Policy |
| Corporate Governance | Bylaws, Board Resolutions, Stock Certificates, Stock Purchase Agreement |
| Electronic Signatures | Sign all documents directly from your dashboard - no printing or mailing |
| 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 |
| Raise Additional Capital | Submit investor requests directly from your dashboard - single investors or bulk entry with per-share pricing. Your TFC concierge team receives structured notifications and can initiate stock purchase workflows. |
Ready to Start?
Check your eligibility - it takes about 2 minutes.