Your Retirement, Your Way!
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Pioneering the Self-Directed IRA Landscape.
Industry Leaders
We have been in business for over 25 years, serving more than 10,000 accounts with over 40,000 unique investments. Our job is to empower our valued clients, to help their retirement funds grow to their fullest potential.
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Lowest Industry Fees
Accuplan encourages potential clients to shop around before opening an account with us. We're proud to state that our fees are one of the lowest you'll find.
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Dedicated Experts
Our self-directed IRA professionals have decades of experience, and are experts on all self-directed IRS laws and rules. Our team is constantly learning and teaching the industry best practices, because knowledge is what we value.
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Platform
Our investment portal offers an intuitive space where you can manage your account, or your client accounts. You and your clients can easily pay bills and vendors, manage investments, store and share documentation. White-Label options are available for business accounts.
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Accuplan Offerings and Services
Accuplan Benefits Services offers self-directed IRA administration and management services for business-backed retirement plans and health savings accounts (HSAs).
About Accuplan
At Accuplan, we offer plan administration for several types of self-directed savings accounts. Our professionals know the industry inside and out and are dedicated to helping you understand how to use these exceptional accounts. We have decades of experience but continue to learn as the industry evolves, staying up to date on best practices and federal and state rules and regulations to ensure compliance.
Get StartedOptions Available
We have three main retirement account options available:
Individual Accounts
With a self-directed IRA, you can invest in assets that aren't available with standard IRAs. Self-directed IRAs are available as Roth accounts, which allow tax-free distributions, and traditional accounts, which allow tax-deductible contributions.
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Business Accounts
Self-employed individuals and small businesses can also self-direct their retirement plans to access alternative investment types. Self-employed 401K accounts are for self-employed business owners and their spouses. Self-employed people or small businesses employing fewer than 25 people can use Simplified Employee Pension (SEP) IRAs, which allow tax-deductible contributions.
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HSAs
Businesses and individuals can open HSAs to pay for qualified medical expenses with tax-free funds. When you work with Accuplan, you can also earn interest on your account.
Learn MoreCreate an account and be up and running in minutes.
Start investing for retirement your way.
Know Your Information
What type of account is right for you. Traditional, Roth, etc.
Complete an Application
Get started in just a few minutes with our easy form fill application.
Fund Your Account
Transfer, rollover or contribute to your account.
Benefits of Self-Directed Retirement Plans
The primary benefit of a self-directed IRA is that you can invest in alternative assets. In addition to the standard options, you can invest in real estate, precious metals and cryptocurrency. You can also invest in alternative assets with an Individual 401K.
With SEP IRAs and SIMPLE IRAs, the main advantages are lower fees and higher contribution limits. An ESOP allows employees to buy into their employer's stock and provides usable capital for the business.
Whether you open a business account for your employees or an individual account, a self-directed HSA is easier to manage and makes reimbursements a breeze.
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Schedule NowHear what our customers say about us.
We set up self directed ROTH accounts with Accuplan and funded them with money from other ROTH accounts. We decided to add additional funds and were under a deadline. Ben and his team did a miraculous job of getting all documents approved and money transferred. I have been working with Ben and Accuplan for many years with a self directed SEP account and they have been very helpful and responsive. If you are looking for some self directed options for your retirement funds and need a custodian, Accuplan does a great job.
Russ Caforio
March 18, 2026
Great customer service. You can actually get a real person on the line with very little inconvenience.
T
March 2, 2026
Ben Barker and staff are the absolute best!!! Awsome..
Russ Polhemus
January 14, 2026
Get Started Today
Accuplan makes it easy to open and manage a self-directed account. When you work with Accuplan, you can invest for retirement how you want. Create an account to get started today!
Disclaimer: Our information shouldn't be relied upon for investment advice but simply for information and educational purposes only. It is not intended to provide, nor should it be relied upon for accounting, legal, tax or investment advice.
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