Why IRA Financial Group?
Excellence: The IRA Financial Group was founded by a group of top law firm tax and ERISA professionals who have worked at some of the largest law firms in the United States, uch as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP. With our work experience at some of the largest law firms in the country, our professionals tax and ERISA knowledge in this area is unmatched.
Leader: IRA Financial Group is the markets leading Self Employed 401k Plan provider. We have helped thousands of clients establish IRS compliant Self Employed 401k Plans.
Value: With IRA Financial Group, you no longer have to spend over $3,000 to establish an IRS compliant Self Employed 401k Plan. We are committed to offering our clients customized professional services at a fair and reasonable price and we are able to deliver this by harmoniously blending professionalism, quality and efficiency.
Access: When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Unlike our competitors, we don’t limit your access to our professionals; in fact, you will likely have the opportunity to talk with one of them before you even get started.
Integrity: We are guided by the rules of ethical conduct in all that we do. Our relationships with clients are built on trust, respect, and confidentiality.
Innovate: We anticipate the changing tax and financial needs of our clients and creatively adapt self-directed retirement solutions to address them.
Results: We are committed to our clients’ satisfaction and strive to meet and exceed our clients' expectations .
IRA Financial Group will take care of setting up your entire Self Employed 401k Plan. The whole process can be handled by phone, email, fax, or mail and typically takes between 5-14 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our 401k experts and tax and ERISA professionals are on site greatly reducing the set-up time and cost. Most importantly, each client of the IRA Financial Group is assigned a tax professional to help with the establishment of the Self Employed 401k Plan. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.
For additional information on the IRA Financial Group, please contact us at 800-472-0646.