No-contact ROBS provider matcher
Match ROBS Providers by Your Funding Needs
Answer eight questions and get immediate ranked results. The tool does not collect your name, email, phone, address, or marketing consent. It sends only selected answer options to the same-origin calculation endpoint.
Answers are scored consistently against the same published provider criteria.
Weights: goal 18; funds 12; employees 12; timeline 8; servicePriority 20; additionalFunding 15; specialistNeed 15. Account type: eligibility only.
How to use the match results
Version provider-match-v2026-07-25. Use the score as a structured comparison aid, not as legal, tax, fiduciary, valuation, investment, or provider-contract advice. Verify the provider's written scope, fees, and professional-service limits before signing.
Formula and exclusions
Score = min(96, round(55 + earned weighted points × 0.41)). Seven scored categories total 100 points; account type is used for eligibility notes only. 1 provider is excluded because public operating status, pricing, and service scope were not verified.
Read the full scoring methodologyPrivacy boundary
The questionnaire has no contact fields and no free-text answers. Results are calculated from enum answer options only. This page does not store a lead, send answers to providers, or ask for consent to be contacted.
Where the evidence comes from
Provider traits use provider-controlled public service and pricing pages, then apply the same weighted categories to each verified provider. A high score means the public evidence matches more of your selected preferences, not that the provider is safest or best for every user.
Limits to confirm with professionals
A ROBS-funded company still has plan, fiduciary, valuation, employee, tax, corporate, and exit duties. Confirm rollover eligibility with the distributing plan, review provider contracts in writing, and involve qualified legal, tax, valuation, or ERISA help where your facts require it.
Sources checked for this questionnaire
- IRS: Rollovers as Business Start-Ups Compliance Project
ROBS structure, IRS compliance concerns, determination-letter limits, valuation, filing, and employee-access context.
- IRS: Rollovers of Retirement Plan and IRA Distributions
Eligible rollover and account-type context used for account eligibility warnings.
- IRS: Verifying Rollover Contributions to Plans
Receiving-plan verification and ineligible distribution boundaries.
- DOL EBSA: Meeting Your Fiduciary Responsibilities
Fiduciary, plan-document, service-provider monitoring, fee, bonding, reporting, and employer-stock context.
- Provider pricing and service pages
Provider traits and pricing are field-level sourced in provider profiles and the best-provider evidence ledger; public pages were checked July 24, 2026 unless a provider profile states otherwise.