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email me at Mike@ROBSPro.com


Check out these resources

IRS ROBS Compliance Project Memo (2008)

https://www.irs.gov/pub/irs-tege/robs_guidelines.pdf
Rollovers as Business Start-Ups Compliance Project, Retirement News for Employers (Fall 2010)

https://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-project

IRS ROBS project summary (2013 – IRS link)
Meeting Your ERISA Fiduciary Responsibilities (DOL website)
401K Plans for Small Businesses (DOL website) VERY helpful, must read webpage
Reporting Requirements and Disclosure Guide (i.e. when to give what notices to employees – DOL pdf)
DOL Advisory 2006-1a (issues for REOCs)
IRS working paper on “Adequate Consideration” Good summary of the rules

Rollovers As Business Startups: 4 Most Common Questions