334K
Total Accounts
$45B
Assets Under Custody
and Administration**
50
Years in the
Financial
Services
Industry*
Administrative Support
Back-Office and Compliance Support is our Specialty
Are you on or transitioning to a self-clearing model? As one of the largest providers of non-depository IRAs, Equity Trust Company’s Self-Clearing Retirement Services handles the legal, regulatory, and administrative responsibilities associated with retirement plans. Through our Equity Enterprise Solutions business, we manage the behind-the-scenes administrative duties, allowing you to focus on client-centered activities.
Self-Clearing Retirement Services is your one-stop solution for:
- Back-office support for retirement plans and trust accounts, including IRAs, Solo 401(k)s, HSAs, CESAs, Profit Sharing Plans (PSPs), and 403(b)(7)s
- Compliance and trust services teams
- E-model and account access (view your qualified retirement plan block of business online any time)
- Educational support for your professional development
Quick Links
Existing client? Find what you need here:
What We Offer
We know that service after the sale is critical to your success. Equity Enterprise Solutions, as directed trustee, carries out the administrative duties of the trust such as:
- Tax reporting and withholding remittance
- IRA-approved documents and compliance services
- Approval of distributions to beneficiaries
- Service and support
Our Self-Clearing Retirement Services clients are provided with the services to help you run a seamless and efficient back office, offering services that include real-time online monitoring of your accounts, access to the latest rules, regulations and IRS forms, and marketing collateral that can be customized with your company’s brand.
Discover How We Can Help You
Request more information about Self-Clearing Retirement Services from Equity Enterprise Solutions.
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