ROBS Documents & Forms
Onboard Documents
Simply download and complete the new client information and new client agreement packages below and send them over to your specialist to get started.
IRS Form 5500 Requirements
To properly file your IRS Form 5500, which is due July 31 each year, we will need the following items completed and sent to robs@irafinancial.com.
- 2024 Plan Year-End Summary
- 2024 Employee Census Form
- A copy of your C-Corporation valuation as of 12/31/2024 prepared by a third party
- A copy of your Fidelity/ERISA bond (if you have employees other than yourself)
- If you have brokerage accounts or other outside checking accounts for the 401(k) plan, we will need copies of your statements as of 12/31/24 (we do not need your corporate bank account information)
Additional Information
For more detailed information on the ROBS solution and how it works, download our info kit.
