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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
With this option, we will provide you with the necessary documents to establish the Individual 401(k) plan and also do the recordkeeping of the investments in your plan.
Please download the pdf using the link below and send it to forms@theentrustgroup.com. An associate will then contact you to complete part 2 of the account establishment process.
You may already use a plan document from a different provider. This option allows you to use Entrust as a recordkeeper of some or all of your plan investments.
With this option, we will provide you with the necessary documents to establish the plan only. As part of the service, we will also notify you of any updates necessary to keep your plan in compliance.
Request a transfer from an existing account or make a transfer contribution to an Entrust account.
Pay expenses incurred by an asset owned by your account.
Take a one-time distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.
Take a recurring distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings Account.
Change beneficiaries on an existing account.
Use this form to select Dakota Depository Company (DDC) as the depository for your precious metals.
Use this form to store your precious metals in a segregated storage with Delaware Depository Services Company (DDSC).
Use this form to store your precious metals in a segregated storage with Idaho Armored Vaults, LLC.
Take a distribution or specify a tax withholding from your Traditional IRA, Roth IRA, Education Savings, or Health Savings account.
5305-A Traditional IRA Agreement