Self Directed 401k

Enterprise™ Self Directed 401k C-Corp

The self directed 401k sponsored by a C-Corp. is a product that is designed to help you fund a new business or existing business with retirement funds. This model allows you the CEO of the company to determine if and how much of the corporation should be with 401k dollars.

This model must utilize a C-Corp. structure to maintain compliance for this purpose. No other structure has the ability to issue shares and maintain compliance with the IRS code. For example, retirement funds are prohibited to invest in Sub Chapter S corps even though they offer shares.

What Your Plan Comes With
  • walltomainstreetFavorable determination letter from IRS
  • walltomainstreetSetup of C-Corp
  • walltomainstreetFiling of state articles by AES
  • walltomainstreetFiling for Corp EIN with IRS by AES
  • walltomainstreetC-Corp bylaws
  • walltomainstreetSetup and operating guide
  • walltomainstreetStock certificates
  • walltomainstreetMeeting Records (initial and annual)
  • walltomainstreetBanking authorizations for checking account
  • walltomainstreetCreation of 401k plan documents
  • walltomainstreetFiling of 401k EIN
  • walltomainstreetComplete set of plan documents with all necessary forms and guides
  • walltomainstreetAssistance and guidance in the rollover of current plan to new self directed plan
  • walltomainstreetAssistance and guidance in setup of checking account or use our partner bank
  • walltomainstreetUnlimited Advisor consulting for plan setup and operation consulting for plan setup and operation
How it Works

401k c-crop

Setup Process
  • walltomainstreetCreate the entity; C-Corp. Our attorneys will create the entity with the appropriate state
  • walltomainstreetCreate the Plan (Trust with Plan documents). Our attorneys will create the plan and file with the IRS
  • walltomainstreetRollover monies from IRA or 401K to your self directed 401k
  • walltomainstreetSetup Checking Accounts for the Company and the Plan
  • walltomainstreetMake direct Investments by purchasing membership or stock in a company – your C-Corp or another company

Blog Posts

Top 5 Self-Directed IRA Myths

At Asset Exchange Strategies, LLC we have had conversations with potential self-directed IRA clients many thousands of times and the myths continue to live on after 20 years in the business. Some things like Sasquatch or area 51 seem to perpetuate in people’s minds without any substantial evidence the concept is correct or myth. Let’s […]

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