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Establish Corporation

CatchFire Funding will establish the corporation or work with your legal counsel to ensure the incorporation process is completed accurately.

Your CatchFire Account Manager is experienced with the incorporation process in all 50 States and the District of Columbia. Your corporation will be established in the State where you will conduct business; additional steps will be taken if you plan on conducting business in more than one State. Upon approval of the incorporation, your CFF Account Manager will file for your Employer Tax ID Number with the IRS.

During the entire process, your CFF Account Manager will provide you with an Action Item checklist and remain in contact to inform you of approvals, necessary signatures and guide you to the next important step. Step 1 may be completed within one day and sometimes can take up to 7 days depending on individual State requirements.

Formalize 401K Plan

The CatchFire Self-Directed 401k is created to allow for investment into your new corporation. The corporation becomes a sponsor of the new 401k Plan.

In accordance with IRS guidelines, CatchFire Funding will establish the 401k Plan for your new corporation. Plan documents will be created stating the corporation is the sponsor of the new 401k Plan, Trustees of the retirement plan will be established, and specific details will be included according to your instruction using our easy to follow guidelines.

401K Rollover

CatchFire Funding will guide you through the requirements of transferring your retirement funds from your previous employer or IRA into the new 401k Plan.

You have now reached the last major hurdle in accomplishing the CatchFire Funding Self-Directed 401k Program! Your CatchFire Funding Account Manager will work with you to properly complete the request for transferring your retirement funds from your previous employer or IRA into the new 401k Plan. The staff at CatchFire Funding is always available to speak with your previous employer or financial representative to answer any questions and ensure the process is transacted properly and in a timely manner.

Funding With Your 401K

The 401k Plan is now able to invest qualified shares of stock in the new corporation. Your Corporation is officially funded and you are able to purchase your new business or franchise debt-free.

Your CatchFire Funding Account Manager will continue to keep you on track during the final step of funding your new corporation. Your CFF Account Manager will confirm the final dollar amount you are using to invest as qualified shares of stock into the corporation. The corporation and retirement plan documents will be completed using this information and stock certificates will be issued.

Original corporate and retirement plan documents will be delivered to you via express mail service. Upon receipt of your documents, your CFF Account Manager will review the information with you and provide detailed instructions for opening the corporate and retirement plan bank accounts. Once the funds have cleared and the corporation is funded you will be ready to open your doors for business!