About Accuplan
Self-directed retirement, since 1985.
Accuplan Benefits Services administers self-directed IRAs and other retirement accounts for thousands of investors.
Our story
Helping people plan for their futures since 1985.
Accuplan is one of the leading providers of self-directed IRA administration. The company traces its origins to 1985 in estate planning, and Accuplan Benefits Services was established in 2007.
Accuplan serves as the third-party administrator and our sister company American Estate & Trust serves as the custodian. The pairing means your account setup, ongoing transactions, and custody of assets all sit inside one trusted relationship while staying clearly separated for the rules that require it.
Why work with us
Built for the way self-directed retirement actually works.
TPA, not custodian
Accuplan is the third-party administrator. American Estate & Trust serves as the custodian. The split keeps your custody, your administration, and your records under one trusted partnership.
Built for self-direction
Our team has decades of experience administering self-directed IRAs and the rules that govern them. Compliance, account setup, and ongoing transactions all come from people who do this every day.
Platform you can use
Pay bills, fund investments, store documents, and track every cost tied to a self-directed IRA in one place. The dashboard is designed for alternative assets and the workflows around them.
A word from our customers
Investors who trust us with their retirement.
Accuplan's self-directed IRA program allowed me to achieve my financial retirement objectives by letting me invest in rental real estate properties. Those generated by monthly income and appreciated in value much faster than the stock market. I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this type of IRA program.
Want to talk first?
Schedule a 15-minute call.
A specialist will walk through how the TPA model works, what assets you can hold, and the fee schedule. No commitment.