Featured Jobs
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Senior Internal Sales Consultant EPIC RPS
|
|
Conversion & Installation Manager ERISA Services, Inc.
|
|
Daybright Financial
|
|
Retirement Plan Administrator - Plan Terminations Compass
|
|
BPAS
|
|
TPA Retirement Plan Relationship Manager ERISA Services Inc.
|
|
DWC - The 401(k) Experts
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
View More KLB Benefits Law Group Webinars, Podcasts and Conferences
What Is a ROBS Plan and How Does It Work for Business Owners?KLB Benefits Law Group |
|
Jan. 2, 2026 On-Demand Webinar |
|
“ROBS” stands for Rollover for Business Startup, which describes a special kind of investment inside an otherwise normal defined contribution retirement plan. By making the employer stock available as a plan investment, the company sponsoring the plan can get operating capital from its own employee(s). The participant rolls qualified funds from an IRA or former employer plan into their new plan account. With employer stock as an investment option, the participant directs the plan to use the rollover cash to buy stock of the new entity, which must be a C corp. In this way, the company gets operating capital and the plan participant-entrepreneur defers taxation on their investment. |