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
  • Favorable determination letter from IRS
  • Setup of C-Corp
  • Filing of state articles by AES
  • Filing for Corp EIN with IRS by AES
  • C-Corp bylaws
  • Setup and operating guide
  • Stock certificates
  • Meeting Records (initial and annual)
  • Banking authorizations for checking account
  • Creation of 401k plan documents
  • Filing of 401k EIN
  • Complete set of plan documents with all necessary forms and guides
  • Assistance and guidance in the rollover of current plan to new self directed plan
  • Assistance and guidance in setup of checking account or use our partner bank
  • Unlimited Advisor consulting for plan setup and operation consulting for plan setup and operation
How it Works

Setup Process
  • Create the entity; C-Corp. Our attorneys will create the entity with the appropriate state
  • Create the Plan (Trust with Plan documents). Our attorneys will create the plan and file with the IRS
  • Rollover monies from IRA or 401K to your self directed 401k
  • Setup Checking Accounts for the Company and the Plan
  • Make 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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IRA Real Estate: New Dividend Asset

When you have a standard IRA or 401k, your investment options are pretty limited. Typically, you’re forced to invest in stocks and that’s about it. domain info However, many people are starting to consider using their traditional retirement funds to make investments in real estate. With a real estate IRA, suddenly your investment options are […]

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Discovering Self Directed IRA

If you’d like something to invest in your IRA besides bonds, mutual funds and stocks, you may want to try real estate. You can buy houses, condos, commercial properties and even rental properties. You can start using IRA to widen your retirement portfolio since IRAs can manage a broad selection of assets. Hence, you can […]

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