IRS Form 1120 is Required for the ROBS Plans

• You are responsible, each year, for filing a tax return with the IRS, on behalf of your Corporation. 
• Provide your bookkeeper or CPA with a copy of the Corporation’s Stock Ledger. They will need to understand that the 401(k) Plan is an owner of the Corporation. 
• The state you filed your entity in will also have their own annual reporting requirements. 
• We can assist you with locating a tax professional. It is very important that a tax professional understands who the owners of your Corporation are and that the Corporation must retain its C-Corporation status.  

Leading Retirement Solutions

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Our mission: to proactively support organizations and lead them toward a secure future.