Category: ROBS Plans

Doll & Kathleen joined Doug Luther, of Luther Lanard, for a live webinar on LinkedIn to discuss special considerations when selling or purchasing a franchise

All tax-qualified retirement plans, including those of a rollover business start-up (ROBS) plan, are subject to the prohibited transactions (PT) rules of the Employee Retirement

Doll Lank discusses how to invest in your start-up business through a ROBS transaction on an episode of Malcolm Ethridge’s “Tech Money Podcast.” She shares

When a ROBS owner is ready to transition out of a ROBS arrangement, it can be very expensive for the company to accomplish the exit

For the non-plan business operations of a ROBS company, it is easy to identify the company owner—it’s the so-called “ROBS owner,” who is very likely

In an earlier blog post, we describe the duty for a ROBS plan to redeem stock of the corporation at a fair market value. This

Recall that a ROBS plan is not just a funding mechanism for a new corporation but also a qualified retirement plan. After the initial funding

Whether or not you’re working with an ERISA attorney to wind down your ROBS plan, here are a few pointers for ways to minimize the