Diamond Retirement Funding
Our Diamond Retirement Funding (DRF) program is the key to your personal & commercial financial future. This is not a loan or credit program; we’ll simply unlock your stagnant retirement account to make your money available to you now. We will not only free up your assets but also create an equity opportunity for your retirement account to grow alongside your business.

Features & Benefits
- Fast funding in 2-3 weeks
- Avoid penalties or taxable distributions
- Start debt-free and reach profitability faster
- Buy a new franchises or an existing business
- Money can be used for any normal business expense including collateral for a loan
- You can pay the fees on the back-end
Features & Benefits
- Fast funding in 2-3 weeks
- Avoid penalties or taxable distributions
- Start debt-free and reach profitability faster
- Buy a new franchises or an existing business
- Money can be used for any normal business expense including collateral for a loan
- You can pay the fees on the back-end
DFR Process
Estimated days: 20-30 days.
1 day
Document Intake
1 day
File Incorporation
4 days
Articles Received
Secretary of State will send us confirmation of your approved Corporation.
5 days
Custody Agreement
6 days
Initiate Rollover
Filling out proper paperwork to initiate the rollover of your retirement assets from your current account to the new 401(k) plan.
7 days
Plan Design Call
A detailed call to customize a 401(k) plan around the specific needs of you and your business.
9 days
Set Up Corporate Checking Account
We will provide everything you need to open a bank account.
20 days
Receive Rollover Funds
Your rollover from old account to new 401(k) plan is completed.
21 days
401(k) Plan Completion
23 days
QES Transaction
Your funds are wired to the corporate checking account in exchange for Qualified Employer Stock (QES).
Why Us?
HANDS ON ROLLOVER ASSISTANCE
A REAL CORPORATE KIT
EXPERIENCE
REAL 401(K) PLAN SUPPORT
INVESTMENT PLATFORM
Why Us?
HANDS ON ROLLOVER ASSISTANCE
A REAL CORPORATE KIT
EXPERIENCE
REAL 401(K) PLAN SUPPORT
INVESTMENT PLATFORM

Is DRF Legal?
Many business owners unfamiliar with the DRF program are interested to learn about its legality and history. Here is a brief history of the program and some of the most frequently asked questions.
In short, retirement law specifically allows these transactions, as long as you follow the rules. The Employee Retirement Income Security Act of 1974 (or ERISA) is a federal law which governs retirement accounts. It has specific guidelines which allow businesses to sell their company stock to employee retirement accounts in exchange for cash. As long as your business abides by these requirements, the DRF is legal.
You cannot work at business in which your IRA invests in. If you have any responsibility of an officer or director, you become a “disqualified person.” An IRA does not meet the requirements of an eligible individual account plan.

Client Testimonials

