What If I Already Have An Entity Setup?

AES is able to help you design and implement an appropriate, and new self directed IRA plan when you already have an entity set up. When you have an existing entity setup there is no justification for a change of business structure.

Your new Self Directed 401k plan is sponsored by your existing entity and includes a corporation. The intent of this design is to help you fund and expand passive investments within a self directed retirement portfolio.

Most of the so-called self directed 401k plans offered do not provide for participants to invest in non-traditional assets such as real estate, gold, notes, a future retirement home, and many other desired investment opportunities.  Your new Self Directed 401k allows you, as investor, to determine if and how much of your corporation will be funded with self directed 401k dollars.

As the CEO of the corporation you have the power to allow each participant checkbook control of their funds.

Another unique offering of this product is the ability to partner with IRAs.  There may be situations where a participant has a Roth IRA and would like to participate in an investment his self directed 401k account is funding our unique design allows for multi plan participation.

What Your Plan Comes With

• Favorable determination letter from IRS
• Filing for Corp EIN with IRS by AES
• Resolution to adopt new plan
• Setup and operating guide
• Banking authorizations for self directed 401k 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

How it Works

Setup Process

• 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 as directed by the plan participant(s)

If you currently have a legal entity setup, and you need a self directed IRA plan, call us and we’ll get you started immediately.