Advice sought: I’m looking at including real-estate investments as part of my business plan to minimize expenses and offsetting inflation. I understand that real estate development itself is a better real estate focus.

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Additional Posts in Rollover as Business Start-up (ROBS)

I am currently looking for cost conscious 401 (k) Safe Harbor Small Business Plan offerings. The participants would have self-directed accounts and the Plan would permit investing in company stock. Any suggestions on Plan providers welcome; no need to critique the approach except in terms of IRS rules or other legal barriers (primarily, did I present requirements incorrectly, presumably). The Plan will be part of a ROBS (RollOver as Business Startup)

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Anyone using a ROBS with a real estate aspect?

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Welcome to a discussion of opportunities, restrictions, and ambiguities within ROBS along with personal experiences, questions, and hopefully some humor.

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401K fiduciary responsibilities and other requirements for a Safe Harbor Plan? I will be creating the plan under a C Corp holding company with operational LLCs. All employees will be informed of the 401K including rollover opportunities.

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