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A straightforward Nexus setup can often reach funding in 2–3 weeks after a complete application. This is a typical estimate, not a guaranteed completion date.

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What happens during setup

1

Application and review

Complete the application, provide requested supporting information, and respond to any review questions.
2

Formation and plan setup

Nexus coordinates the C-Corp, EINs, initial company setup, and 401(k) plan and trust.
3

Rollover processing

You request direct rollovers from the sending retirement custodians. Each custodian controls its own forms and processing time.
4

Capitalization

Once funds arrive and required actions are complete, the plan trust purchases company stock and the business receives the proceeds.

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What can extend the timeline

  • Incomplete or inconsistent application information
  • Replacement retirement-account statements or other requested evidence
  • Multiple retirement accounts with different custodians
  • State filing or IRS processing delays
  • Sending-custodian forms, checks, transfer restrictions, or processing queues
  • A current-employer plan that restricts in-service rollovers
  • Account eligibility, funding-designation, or compliance questions requiring review
Contact each retirement plan administrator early and ask what it requires for a direct rollover. Nexus can coordinate the process, but it cannot control a sending custodian’s timeline.

Start with eligibility

Check whether the Nexus ROBS path fits your situation.