It’s your future… Protect it by choosing the right administrator.
For almost 40 years, The Entrust Group (“Entrust”) has provided account administration services for self-directed retirement accounts and tax-advantaged plans. Entrust has a team of knowledgeable representatives to assist investors
Did you know Entrust can help individual investors, real estate professionals, small business owners and even financial professionals such as CPAs, CFPs, and RIAs? Here are the ways Entrust can help:
An Industry Leader for 4 Decades and Counting…
- For almost 40 years, Entrust has administered nearly $3 billion in total assets, on average, per year and is insured on amounts up to $5mm by the Federal Deposit Insurance Corporation (FDIC).
- Entrust is the premier provider of account administration services for self-directed IRAs and other tax-advantaged plans
- Entrust has more office locations than any other self-directed IRA administrator.
Personal Service Every Step of the Way
Our client services professionals are here to help you with any questions you may have from 8:30 a.m. to 5:00 p.m. PST, Monday through Friday.
We provide you with access to Entrust associates who hold the Certified IRA Services Professional (CISP) designation to answer general IRA questions. They understand the self-direction process first-hand.
In addition, Entrust professionals keep up to date by participating in ongoing educational programs to ensure that the most accurate information is shared with clients.
We prepare and submit required forms to the IRS including Form 1099-R for distributions, annual Form 5498 for reporting, and more.