Keep yourupside
Use your capital to build the business while keeping the payoff from your work.
Nexus by Talcott Forge
Fund your business with retirement savings
Use qualified retirement funds to start or buy a business without a taxable distribution, a loan, or outside investors.
No commitment. Most people finish the check in 5-15 minutes.
Nexus provides educational eligibility screening and setup support. Talcott Forge is not a law firm, tax advisor, registered investment advisor, broker-dealer, or ERISA fiduciary.
Move onyour timeline
Pursue the launch or acquisition without waiting on outside committees to deliberate.
Stay incontrol
Make strategy and operating decisions without external pressure or investor conflicts.
How it works
01
Confirm eligibility
Make sure your funds, business plans, and role fit the ROBS structure before you spend time on paperwork.
02
Set up the structure
Nexus coordinates C-Corp formation, the 401(k) plan and trust, the direct rollover, stock issuance, and the first-year ERISA bond.
03
Operate compliantly
After funding, the ongoing service agreement covers Form 5500 filing, required testing, bond renewal, cap table and valuation recordkeeping, registered-agent renewal, and filing service fees.