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Accuplan Benefits Services
- Financial Services
- South Jordan, UT
About this business
We are experts in self directed IRA and 401k setup , investing and account administration. Our staff is trained and experienced in all aspects of self directed investing strategies, structures, and rules. We offer our expert products and services in a very low cost, simple and efficient manner. Our offerings and services are unmatched in the industry. Contact us today for professional help and information.
Location details
406 S Jordan Pkwy #640, South Jordan, UT, 84095, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
As someone who works at Accuplan and has a personal Self-Directed IRA here, I can confidently say this company truly delivers. The new online platform is a huge upgrade—super fast, easy to navigate, and makes managing my account and investments simple. Whether you’re funding, transferring, or making a new investment, the process is smooth and efficient. I’ve seen firsthand how much the team cares about improving the client experience, and I’m proud to both work here and be a client.
I have been with ACCUPLAN for over 15 years. Over the years the company has evolved so much with technology and has advanced from paper forms to a user platform that makes managing your account and investments so much easier. Recent discovery was I could buy crypto right from my account with a few clicks, pretty cool Customer service has always been on point and there is always someone to help you with your account. Fees are better also, they charge a flat annual fee and not a percentage of your account value like most othe... read more
Love the online portal with easy access to self-service the account. Ben and Mark are quick to help with support when needed. Love our Precious Metals SD-IRA!
Accuplan was great to work with. I was able to setup an account online in about 5 minutes. The support team was great to work with. I would recommend them for your Ira needs.
Frequently asked questions about Accuplan Benefits Services
How is Accuplan Benefits Services rated?
Accuplan Benefits Services has a 4 star rating with 40 reviews.
When is Accuplan Benefits Services open?
Accuplan Benefits Services is open now. It will close at 5:00 p.m.
Need help? Contact us.
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