Founded in 2004, iPlanGroup, LLC is a third-party administrator and custodian specializing in self-directed retirement accounts, including Self-Directed IRAs and Solo 401(k)s. The company's mission is to empower individuals to take control of their retirement funds by providing the platform and administrative support to invest in a wide range of alternative assets not typically available in standard retirement plans. These assets include real estate, private notes, precious metals, private equity, and cryptocurrency. In 2021, iPlanGroup was acquired by BOK Financial (NASDAQ: BOKF), a top 25 U.S.-based bank, and now operates as part of its wealth management division.

Founded in

United States