These docs are informational. Paid services are governed by the Client Setup Agreement, the Ongoing Services Agreement, and applicable platform terms. If there is a conflict, the signed service agreement controls.
Nexus 401(k)
Nexus 401(k) by Talcott Forge
$5,000 setup + $500/quarter after fundingSetup gets you from approved application to funded ROBS structure. Ongoing administration keeps the plan and entity obligations visible after funding.
Setup Fee
The one-time setup fee covers the work required to establish and fund the ROBS structure.Setup is a single engagement that ends when the business is funded. It does not include tax preparation, bookkeeping, payroll software, bank fees, investment advice, or separate legal/accounting projects outside the Nexus service scope.
Ongoing Administration
After funding, the Ongoing Services Agreement covers standard ROBS administration.Ongoing administration does not include legal, tax, or accounting advice; tax return preparation; payroll or contribution remittance; distribution processing; plan loans; hardship withdrawals; QDRO administration; investment management; audits or proceedings beyond document production support; or plan winddown.
Payment Sequence
1
Apply first
You complete the Nexus eligibility screen and full application before payment.
2
Review and approval
Talcott Forge reviews the application and confirms that Nexus is appropriate for your situation.
3
Client Setup Agreement
After approval, you review and accept the Client Setup Agreement, which summarizes the service scope, fees, and founder responsibilities.
4
Stripe checkout
The non-refundable $5,000 setup fee is paid through Stripe.
5
Quarterly administration after funding
The $500 quarterly fee begins after the ROBS structure is funded and the Ongoing Services Agreement is in effect. Pass-through government fees, franchise taxes, and similar third-party charges are billed at cost.
Map Your Path
Check whether Nexus 401(k) fits your situation.