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

Features & Benefits

DFR Process

Estimated days: 20-30 days.

1 day

Document Intake

We require important information about you & your business.
1 day

1 day

File Incorporation

File your business in the state in which you are located.
1 day

4 days

Articles Received

Secretary of State will send us confirmation of your approved Corporation.

4 days

5 days

Custody Agreement

Creates the 401(k) plan’s bank account, so we can rollover your retirement assets.
5 days

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.

6 days

7 days

Plan Design Call

A detailed call to customize a 401(k) plan around the specific needs of you and your business.

7 days

9 days

Set Up Corporate Checking Account

We will provide everything you need to open a bank account.

9 days

20 days

Receive Rollover Funds

Your rollover from old account to new 401(k) plan is completed.

20 days

21 days

401(k) Plan Completion

Sign to finalize your 401(k) plan.
21 days

23 days

QES Transaction

Your funds are wired to the corporate checking account in exchange for Qualified Employer Stock (QES).

23 days

Why Us?

Why Us?

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

We Simplify the Finance process

Scroll to Top

Get In Touch

Get Pre-Qualified

Request Information