Alan J.
3/3/2021
"Using the Chat app on Accuplan's website to communicate? Be prepared for marketing emails." I had a quick question about Accuplan's business procedures and decided to try out the chat app on...
Accuplan Benefits Services
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13222 Tree Sparrow Dr Ste 640
Herriman, UT 84096
Accuplan Benefits Services, located in South Jordan, UT, specializes in self-directed IRA administration and management, catering to both individual and business retirement plans. With over 25 years of experience and management of $1.5 billion in assets, the company empowers clients to explore alternative investment options including real estate, cryptocurrency, and precious metals.
Dedicated to compliance and client education, Accuplan offers a range of accounts, including Traditional and Roth self-directed IRAs, as well as Health Savings Accounts (HSAs) and self-directed 401(k) plans. The company's commitment to providing low fees and expert guidance makes it a leader in the self-directed retirement landscape.
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Reviews
1.524 reviewsKaren T.
11/18/2024
Getting your money out is basically impossible. Last time I tried, it took 10 1/2 months. This time I am 1 1/2 months into trying and still nothing. You are forewarned.
Dede P.
2/10/2022
This company is a joke! Ben Barker is never available. Once he gets you signed up he is MIA. I left messages and sent emails and he would never respond. You call the toll-free # and "if" you...
Daniel B.
10/12/2022
To all that read my review. I apologize for my mistake with Accuplan. I indeed did have an account but never received any updates throughout the years I had the account until my cash drew down and...
Verl S.
7/26/2022
The majority of the time, when I call Accuplan's helpdesk, I get a very arrogant man whose name starts with a J and ends in n. My husband said to me, "He is talking over you." Yes each and every...
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