What a plan facilitator does
Self-Directed Plans LLC produces the legal plan documents, entity filings, and supporting materials that give you checkbook control over your retirement savings. The company also facilitates IRA account setup with its custodian partner and provides the education plan holders need to invest confidently.
A facilitator is not a custodian, trustee, administrator, or fiduciary. Self-Directed Plans LLC does not hold your retirement funds, take custody of your assets, or have any discretionary access to your plan accounts. For IRA-based plans, IRA Resources serves as the exclusive custodian partner, holding your IRA funds and fulfilling the regulatory reporting obligations that a facilitator is not authorized to perform.
Frequently Asked Questions
Is Self-Directed Plans LLC a registered investment advisor? No. The company does not provide investment advice or recommendations of any kind. All investment decisions remain solely with the account holder.
Who holds my retirement funds? For IRA-based plans, funds are held by IRA Resources, the company's exclusive custodian partner. Self-Directed Plans LLC has no access to or control over your plan funds at any time.
What credentials do the principals hold? Principals hold the Certified IRA Services Professional (CISP) designation individually, reflecting two decades of specialized experience in self-directed retirement plan structures.