IRA Services Sponsor Info

Retirement accounts represent an opportunity for selling high yielding investment products. Individual Retirement Accounts currently hold nearly a quarter of all retirement assets in the US, approaching 3 trillion dollars. For many investors, the IRA has become a popular way to enhance their retirement portfolio with non-traditional high yield investments. For the investment program sponsor, an IRA can be a important source of investors. For the financial representative, a self directed IRA allows you to better allocate your investors' portfolios.>

How can IRA Services help?

For the product sponsor, IRA Services will assist you in developing your IRA program to completely integrate the IRA into your marketing process. The IRA program can be established with only minimal costs and can be implemented very quickly. We can start programs in as little as a week. For the financial representative, using an IRA Services account, means that your investors can broaden their portfolio with many investment options. Some of the advantages of working with IRA Services are:

Easy to open accounts with on-line forms and fast product acceptance

Allows a wide variety of asset types

On-line access to detail account activity, for the investor, financial representative and the sales staff, 24/7

A more cost effective service for your clients so they can diversify their portfolio with these products

Detailed quarterly statements

Automatic calculation and notification of Required Minimum Distributions

Hassle free tax reporting, including 5498's and 1099-R's

A qualified IRA customer service staff that understands your clients' needs and work with you to assist them

For the sponsor modification of IRA documents to seamlessly mesh with product marketing material

Fee Billing Charge Back to allow sponsors to charge back part or all of account fees to marketing departments

Work closely with the sponsor to integrate subsequent activity, such as distributions, to minimize cost

An organization with over twenty-five years of experience serving the retirement community

Simply a better IRA custodial program

Fees really do matter!

A key advantage for the client and the plan sponsor is the fee structure at IRA Services. Our approach is to relate the fees to actual transactions rather than the value of the account. Therefore, the investor will know in advance the cost of the account and will avoid fee increases solely due to the success of the investment.