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VerifiedFinancial Services· Founded 2011

Iplangroup

As an independent administrator, we process the investment transactions you direct us to do on behalf of your retirement account. Additionally, we provide account administration, recordkeeping and tax reporting for your Self-Directed IRA and are looking to connect with investors wanting to grow their retirement funds. Our company is where self-directed investors prosper by building and managing their wealth more efficiently and more effectively than ever before. We offer Traditional, Roth, Simplified Employee Pension(SEP) and Savings Incentive Match Plan for Employees(SIMPLE) IRAs. We also offer Coverdell Educational Savings Accounts and Health Savings Accounts. We also provide a single point of contact, a Client Relationship Specialist, who supervises the delivery of excellent service from a highly experienced, multidisciplinary team of specialists. Our Client Relationship Specialists truly understand your unique needs as a Self-Directed investor and all having backgrounds in financial services with a wide range of experience gives you more personalized attention to attain your specific goals. Offering no investment advice or promoting any investments, we are an independent, passive administrator offering you unparalleled service and support with a simplified fee structure. Our fees are clearly detailed allowing you to easily see the superior value provided by choosing us as your retirement savings partner. Online access to your account information allows you to monitor your account anytime, whenever it’s convenient for you.(855) 604-7526 (440) 484-5566 info@iplangroup.com

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HeadquartersWestlake, United StatesEmployees13(11 to 50)Annual revenue$1M to <$10MFounded year2011Websiteiplangroup.comLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

13

11 to 50 range

Open roles

no listings

Distinct roles

10

indexed titles

Tech stack

2

tools in use

Monthly traffic

128

organic / mo

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Top roles at Iplangroup

10 distinct titles indexed · top 10 shown.

  • 1business development director
  • 1chief operating officer
  • 1compliance and audit associate
  • 1head of compliance and investments
  • 1head of information technology department
  • 1investment specialist
  • 1operations manager
  • 1operations project manager, billing & marketing
  • 1operations support specialist
  • 1speaker - real estate & alternative investing, entrepreneurship, venture capital, angel investing

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