Get Started

This is an exciting first step! Please see the steps below to get started. If you have any questions along the way, please contact us (866) 693-7767.

First: The Corporation

Incorporation Questionnaire

Second: The ERSOP® Plan

ERSOP Questionnaire

Third: The Rollover

Then: Annually

Our Agreement and Some Advice

Our Engagement Agreement along with this typical Scenario comprise our agreement with you. You may use these Magic Words to contact whomever is currently holding your funds (your prior employer, IRA custodian, broker, etc.) and ascertain just how long it will take to get those funds to move. If you experience difficulty we will assist you in a conference call with them. If you are currently employed and do not wish to tip you hand that you may be leaving, contact someone who has recently terminated with that employer and ask them how long it took to receive their rollover.