Invest your IRA and 401(k) into your business.

The Original . . .

• with the exit strategy that started it all in 1999,
• without which you have double taxation.

Where . . .

• you speak directly with the principals - pension and tax specialists [not sales or marketing types] ,
• we want to work with your accountant and your attorney because we respect your existing relationships with other professionals,
• we have no conflicts of interest with your retirement funds because we sell no investments,
• you receive the information you need up front, and
• generally it takes just 2 weeks to get the money to move.

ERSOP®

Plans are . . .

• First and Foremost: the primary retirement plan for your business, for you and for any employees that may become eligible,
• Second: an ERISA "qualified" plan into which you may rollover your existing qualified accounts -- IRAs, 401(k)s, other retirement plans, and
• Third: an "eligible individual account plan" permitted to invest plan assets into the stock of your business.