About Accuplan
All About Accuplan Benefits Services.
About Accuplan Benefits Services
Accuplan is one of the leading providers for self-directed IRA administration, having been a part of thousands of investors' success. The company traces its origins to 1985 in estate planning, with Accuplan Benefits Services established in 2007. The firm operates alongside sister company American Estate and Trust, which serves as the IRA custodian, while Accuplan serves as the third party administrator.
Contact Us TodayDedicated Experts
Our team has deep expertise in retirement account administration with emphasis on IRA compliance and professional service. Our self-directed IRA professionals have decades of experience, and are experts on all self-directed IRS laws and rules.
Intuitive Dashboard
Our platform is designed for alternative investments and business use cases. You and your clients can easily pay bills and vendors, manage investments, store and share documentation.
Helping People Plan For Their Futures Since 1985
A Word From Our Customers
"Working with Ben Barker to fund my 401K with precious metals has been a pleasure."
Robert B. — MI, Customer Since 2011
"All of my dealings with Accuplan have been handled very professionally and accurately."
Tami — NY, Customer Since 2013
"Your prompt responses and assistance have been unique among most of the people I have dealt with."
John D. — Customer Since 2012
"They seem very efficient at AET and Accuplan and I wouldn't hesitate to recommend them."
David P. — Customer Since 2011
Meet Our Specialists
Nick Barker
Self-Directed IRA Educator & Content Strategist
Nick has over 11 years of experience making the rules and opportunities of self-directed investing accessible — covering crypto IRAs, precious metals, real estate, and SDIRA compliance.
View BioBen Barker, CEA
Director of Business Development
Ben brings over 20 years of fiduciary experience to every client relationship, with deep expertise in real estate IRAs, checkbook IRA LLCs, precious metals, and private equity.
View BioWhy work with us?
Secure and Trusted
We exercise the utmost care with every client interaction, with state-of-the-art security. With over $2 billion in assets under management, we deliver expertise and personalized service to every account holder.
Innovation Through Experience
Our work with diverse investors has built unparalleled self-direction knowledge, resulting in a comprehensive package addressing platform, products, services, and investment accessibility.