Simple Pricing.

$4,795

(One-time set-up fee)

Includes:

• Unlimited consultations with FranPlan Specialist
• Establishment of the corporation with the appropriate state agency (fee includes expedited filing when necessary)
• Creation of company's organizational documents including meeting minutes, bylaws, federal tax ID
• Assistance in establishing a new 401(k) plan and corporate checking account
• Assistance in facilitating all necessary asset transfers
• Issuance of stock certificates for all personal and plan investments
• Attorney consultation on corporation and 401(k) plan formations

for 401(k) Business Funding

$165/month

(Required to remain in compliance with IRS and DOL regulations)

Includes:

• Unlimited consultations with TPA Specialist
• Allocation and reconciliation of employer and employee contributions
• Annual compliance testing/annual contribution review
• Preparation of and filing of annual plan Form 5500, 1099-R, Form 945
• Annual fair market value support
• Preparation of Summary Annual Report and benefit statements for individuals
• Employee census review and enrollment support
• Preparation of required plan amendments and restatements
• IRS and DOL audit assistance when necessary
• Provide plan transaction documentation, including distributions, loans, and transfers
• Provide employer with required employee notifications
• Ongoing webinars to educate all clients about Trustee responsibilities
• Review of mid-year projections for compliance and contribution strategy
• Consultations on maximizing benefit plan, plan design, and Qualified Domestic Relations Order (QDRO) Review

Start with a FREE Pre-Qualification Assessment.

$2,500

(One-time standard fee with add on services available)

Then here's what you can expect:

• Unlimited access to your dedicated Lending & Production Specialists 
  Expert guidance and answers throughout your financing journey.
• Comprehensive loan package preparation 
  Hands-on assistance completing lender-required documents, including customized templates, forms, and checklists. 
• Strategic lender matching & presentation 
  Your loan request is presented to our extensive network of lenders to identify the best loan terms. 
• Proactive lender coordination 
  We manage communication with lenders, answer follow-up requests, and help keep your loan moving efficiently through the review process.
• Support through closing 
  We're with you every step of the way, from initial qualification through loan closing.