About Accuplan Benefits Services

At Accuplan, we believe in what we do. We are one of the leading providers for self-directed IRA administration and have been an integral part of thousands of investors' success.

We began helping clients in the estate planning business in 1985 as an estate-planning business, and the next step in our evolution was in 2007 when Accuplan Benefits Services began. Along with our sister company and IRA custodian, American Estate and Trust, our experience and broad understanding helped us become the proper self-directed account administrator for you and your future.

Dedicated Experts

Our experts have multiple years of working in the retirement account industry and are trained and experienced in all aspects of self-directed IRAs. They are genuinely passionate about self-directed accounts and have first-hand knowledge of utilizing these unique IRAs and 401Ks fully. The representatives you speak with constantly learn to ensure IRS compliance rules and laws at a federal and state level. We always strive for the utmost professionalism and dedication to our valued clients.

Manage over $1.5 Billion in assets

Intuitive Dashboard

Self-direction is at the heart of our platform design. We put time and effort into building space to help our clients do what they want most, invest in alternative investments quickly and efficiently.

Not only is our platform built for individual investors but also businesses looking to do more with their retirement portfolios. Our platform allows you to offer investment opportunities to your clients with ease and confidence. To learn more about our platform for business use, schedule a walkthrough, talk to our dedicated experts now.

Helping people plan for their futures since 1985

Why work with us?

Our unique perspective has allowed us to offer a different self-directed IRA.

Secure and Trusted

We exercise the utmost care and discretion with every interaction with our clients. Our products are state-of-the-art in security and ingenuity. With over $2 billion in assets under our management, we promise to deliver expertise and respect along with a personalized touch.

Innovation Through Experience

We work with countless investors with many different goals and needs. These experiences have enabled us to gain a knowledge of self-direction that is unparalleled. We have taken this knowledge and crafted a total package that is top-notch. Whether it is the platform, our products and services, or ease of getting your IRA account invested into assets of your choosing, you'll be glad you chose us for your self-directed investing.

About Accuplan

All About Accuplan Benefits Services.