ERSOP® PLANS ARE:
First and Foremost:
The primary retirement plan for your business, for you and for any employees that may become eligible,
ERISA “qualified” plans into which you may rollover your existing qualified accounts: IRAs, 401(a), Defined Benefit, Money Purchase, Profit Sharing, Thrift and Savings, Stock Bonus, ESOP, 401(k), 403(b), most 457s, other retirement plans, and
“Eligible individual account plans” permitted to invest plan assets into the stock of your business.
You’ll 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’ll receive the information you need up front, and
Generally, it takes just 2 weeks to get the money to move.
YOU MAY USE ERSOP® PLAN MONEY FOR:
New Business Start-Ups
Franchises / Non-Franchises
Real Estate / Real Property Management