Accuplan Benefits Services Email Format

Financial ServicesUtah, United States11-50 Employees

Accuplan Benefits Services is a financial services firm based in South Jordan, Utah, that specializes in self-directed 401(k) plans, silver IRAs, and gold IRA investing and administration. The company positions itself around expert guidance on investing strategies, structures, and regulatory rules, aiming to provide its services in a low-cost, simple, and efficient manner. Its target market comprises individuals seeking self-directed retirement accounts and related asset classes, with a focus on delivering applicable products and administrative support for such investments. In the broader industry context, Accuplan operates within the retirement and investment management space, emphasizing streamlined administration and accessibility for self-directed investing. A notable recent development is a collaboration noted in February 2019 involving integration with another company, illustrating a capability to coordinate offerings with related platforms.

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