SEP IRA Providers

SEP IRA providers offer retirement plans for self-employed individuals and small business owners.
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E*TRADE

E*TRADE

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Founded

1982

Employees

1,001

Funding Summary

Not Provided

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About E*TRADE

E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, focused on delivering complete and easy-to-use solutions for traders, investors and stock plan participants. Founded on the principle of innovation, E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance—over the phone at two national branches and in-person at 30 E*TRADE branches across the United States. E*TRADE operates a bank... Show More
Edward Jones

Edward Jones

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Founded

1922

Employees

0

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About Edward Jones

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, our over 19,000 financial advisors are located in the communities where our clients live and work – because that's the best way to get to know them and help them... Show More
PNC

PNC

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Founded

1852

Employees

0

Funding Summary

Not Provided

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About PNC

For more than 160 years, we have been committed to supporting our customers, communities, employees and shareholders. At PNC, we are proud of our longstanding history of building strong communities that create financial opportunities for individuals, families and businesses. The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees. That means providing employees with the opportunities to make an impact, develop and grow, and be part of an inclusive culture where everyone is valued. It’s how we make sure that we have the right people, in the right... Show More
Plan Member

Plan Member

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Founded

1992

Employees

200

Funding Summary

Not Provided

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About Plan Member

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. Specializing in creating and servicing retirement plan solutions for nonprofit and for-profit employers and their employees, and for associations, unions, membership groups and their members, PlanMember offers a broad range of investment choices. We deliver unparalleled support and service in our commitment to help meet the retirement needs of individual investors and groups.
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Principal Financial

Principal Financial

4.4 (3)
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Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More
Advanta IRA

Advanta IRA

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Founded

2003

Employees

55

Funding Summary

Not Provided

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About Advanta IRA

Founded in 2003 by Jack Callahan and Doug Davenport, Advanta IRA is a self-directed IRA administrator that helps individuals invest retirement and health savings funds beyond traditional stocks and bonds. The company administers Traditional, Roth, SEP, SIMPLE, and Inherited IRAs, Solo 401(k) plans, HSAs, and ESAs, giving account holders the ability to hold alternative assets such as real estate, private lending, private placements, precious metals, and cryptocurrency inside tax-advantaged accounts. Each client is assigned a dedicated account manager. Custodial services are provided through its affiliate, Advanta Trust Company, a Nevada-licensed retail trust company. Show More
American IRA

American IRA

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Founded

2004

Employees

17

Funding Summary

Not Provided

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About American IRA

American IRA, LLC is a self-directed IRA administrator founded in 2004 by James C. Hitt, originally headquartered in Asheville, North Carolina and now based in Sioux Falls, South Dakota. The company acts as a third-party administrator on behalf of custodian New Vision Trust Company, a South Dakota chartered trust company, providing combined custodial and administrative oversight for self-directed retirement accounts. American IRA serves clients across all 50 states, helping individuals diversify Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, HSAs, and Coverdell Education Savings Accounts into alternative assets such as real estate, private lending/notes, tax liens, precious metals,... Show More
The Retirement Advantage, Inc. (TRA)®

The Retirement Advantage, Inc. (TRA)®

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Founded

1996

Employees

250

Funding Summary

Not Provided

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About The Retirement Advantage, Inc. (TRA)®

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 11,000 plan sponsors with more than $11 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail.
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First Community Credit Union

First Community Credit Union

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Founded

1953

Employees

150

Funding Summary

Not Provided

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About First Community Credit Union

First Community Credit Union (FCCU) is a member-owned financial cooperative serving North Dakota and western Minnesota; its existing description states it was founded in 1939 and operates 28 branches. It offers personal and business checking and savings accounts, youth accounts, certificates of deposit, and loans including auto, recreational, home, home equity, construction, lot, agriculture, business and personal term loans, plus credit cards. Other offerings include business health savings accounts, financial wellness resources, identity theft protection, online and mobile banking, and member programs with discounts and perks. As a credit union, profits are returned to members through services, accounts and rates... Show More
Alliant Credit Union

Alliant Credit Union

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Founded

1935

Employees

251

Funding Summary

Not Provided

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About Alliant Credit Union

With over 84 years of history and more than $12 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the nation. Our top-notch online, mobile and phone banking services and emphasis on security make banking easier and safer for our 500,000 members nationwide. Alliant is a not-for-profit financial cooperative, which means all of our members are also owners, and we constantly strive to foster our members’ financial well-being and serve their best interests. We offer award-winning rates, allowing our members to save more and earn more. Alliant also provides members... Show More
BB&T

BB&T

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Founded

1872

Employees

0

Funding Summary

Not Provided

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About BB&T

BB&T and SunTrust have joined to become Truist. We're building a better future together. http://truist.com #truist Truist Financial Corporation (NYSE: TFC) is a purpose-driven company dedicated to building a better future for its clients, teammates and communities. With 275 years of combined BB&T and SunTrust history, Truist is one of the nation’s largest financial services holding companies offering a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending and wealth management. Headquartered in Charlotte, North Carolina, Truist serves approximately 10 million households... Show More
BitIRA

BitIRA

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Founded

2017

Employees

11

Funding Summary

Not Provided

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About BitIRA

BitIRA helps people purchase digital currencies such as Bitcoin and Ethereum for placement in a Self-Directed IRA. Get all the growth potential, with any gains on a tax deferred basis.
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Mutual of America Financial Group

Mutual of America Financial Group

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Founded

1945

Employees

1,000

Funding Summary

Not Provided

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About Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized service, to help our customers build and preserve assets for a financially secure future. Our mission is built upon our values—integrity, prudence, reliability, excellence and social responsibility—which have guided us since 1945 and continue to serve us and our customers well. For more information, visit mutualofamerica.com, and connect with us via Facebook, Twitter and LinkedIn.
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New Direction Trust Company

New Direction Trust Company

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Founded

2003

Employees

51

Funding Summary

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About New Direction Trust Company

New Direction Trust Company is a trusted provider of self-directed IRA and HSA accounts and education. Combine the tax advantages of your IRA or HSA with alternative assets that are ideally suited to each client’s individual investment goals. Investors, advisers, and asset providers choose New Direction Trust Company because of our depth of experience, specialized education offerings, proven track record of reliable transaction funding, and thorough asset documentation.
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Quest Trust Company

Quest Trust Company

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Founded

2003

Employees

0

Funding Summary

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About Quest Trust Company

Howdy, from the great state of Texas! The Quest Trust Company headquarter is located in Houston, Texas, however we administer client’s accounts from across the nation, with offices in Dallas and Austin. We opened our doors in early 2003, and have since developed into one of the leading self-directed IRA administrators in the nation. With over 18,000 satisfied clients, we pride ourselves as having “world famous customer service.”
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SunTrust

SunTrust

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Founded

1891

Employees

10,001

Funding Summary

Not Provided

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About SunTrust

Truist Financial Corporation (NYSE: TFC) is a purpose-driven company dedicated to building a better future for its clients, teammates and communities. With 275 years of combined BB&T and SunTrust history, Truist is one of the nation’s largest financial services holding companies offering a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending and wealth management. Headquartered in Charlotte, North Carolina, Truist serves approximately 10 million households with leading market share in many high-growth markets in the country.
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VSECU

VSECU

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Founded

1947

Employees

0

Funding Summary

Not Provided

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About VSECU

VSECU is a credit union for everybody in Vermont. If you live or work in Vermont you can join us. A credit union is a not-for-profit financial cooperative that is owned by its members. Profits go back to the member owners in the form of higher saving rates, lower loan rates, and affordable services. Credit unions do not exist to make a profit for the benefit of outside stockholders.
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Annuity.org

Annuity.org

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Founded

2013

Employees

0

Funding Summary

Not Provided

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About Annuity.org

Annuity.org is the most trusted resource on the Internet for learning about annuities and structured settlements. We believe knowledge is power. The more information we can give readers about these specialized financial tools, the better off they are when it comes time to make real money choices. Our associates are leaders in the structured settlement market and have experience buying them for more than two decades.
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Bankrate

Bankrate

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Founded

1976

Employees

501

Funding Summary

Not Provided

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About Bankrate

Founded in 1976, Bankrate is the trusted authority on personal finance and has an extensive track record of helping consumers navigate the pivotal steps of their financial journey. Bankrate offers product comparison tools, calculators, editorial content and more to help savers and spenders reach their goals. Whether you’re looking to secure a mortgage, open a savings account or pinpoint the right credit card, you can depend on Bankrate to guide you in the right direction.
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Fahey Bank

Fahey Bank

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Founded

1865

Employees

0

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About Fahey Bank

Fahey Bank has been known as a trusted community bank since 1865 – the same year the Civil War ended. Timothy Fahey established the bank in the back of his general store to meet the needs of his neighbors in Marion, Ohio. Today, Fahey Bank is still rooted in Marion – in the same location where Fahey’s general store once stood. What was built on Fahey’s vision and entrepreneurial spirit is very much alive today. What started with the promise of a handshake and bank note that could be paid back by farmers at harvest has grown into a bank... Show More

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