IRA Custodians
IRA Custodians
Equity Trust Company
Exeter Trust Company
Forge Trust/Equity Institutional
Horizon Trust Company
IRAR Trust Company
Madison Trust Company
Pacific Premier Trust (PENSCO)
Provident Trust Group
CNB Custody
Directed IRA
Administrators
Accuplan Benefit Services
AdvantaIRA
Entrust
Mountain West IRA
New Direction IRA
Next Generation Trust Services
uDirect IRA Services
Vantage Retirement Plans, LLC
IRA Financial
IRA LLC Facilitators & Solo 401K Facilitators
Asset Exchange Strategies
Broad Financial
Capital Resource, LLC
Sense Financial Services, LLC
The Difference Is Teamwork
Teamwork plays a crucial role when it comes to navigating Self-Directed IRAs. Here’s how Custodians, Facilitators, and Administrators all work together to support your retirement planning:
Custodians manage your assets and ensure compliance with IRS regulations. They handle the safekeeping of investments, fund transactions, and portfolio creation.
Facilitators offer guidance and support for SDIRAs and Solo 401(k)s. They bridge the gap between you and the Custodians, ensuring you get comprehensive service.
Administrators handle the paperwork and account maintenance, such as setting up accounts and processing transactions.
Understanding the distinct roles of each entity and how they collaborate helps you manage your investments effectively, ensuring your retirement plan runs smoothly.