Business Information
Accuplan Benefits Services is a leading provider of self-directed IRA and 401(k) administration, offering comprehensive solutions for individual investors and small businesses. With over 25 years of experience and more than $1.5 billion under management, our dedicated experts are well-versed in all aspects of self-directed investing, including strategies, structures, and IRS regulations. We pride ourselves on delivering low-cost, flat-fee services, ensuring that your fees remain constant regardless of your account’s growth. Our intuitive investment portal allows you to manage your account seamlessly, providing tools to pay bills, manage investments, and store documentation efficiently. Take control of your financial future with Accuplan.

Opening Times
Mon-Fri 8am-5pm, Sat-Sun Closed

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