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 as an IRA custodian.
Dedicated 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.
A Word From Our Customers
Our customers have trusted us with their retirement investments for years.
Why work with us?
Secure and Trusted
We manage over $1.5 billion in assets with a focus on security and compliance.
Innovation Through Experience
With decades of experience, we continue to innovate in the self-directed IRA space.