Polycomp was founded in 1974, the same year the Employee Retirement Income Security Act (ERISA) was enacted. Our founders’ vision was to provide the highest level of expertise in retirement plan design and compliance administration. Polycomp employs over 40 industry-credentialed consultants and administrators. We administer thousands of self-directed IRA accounts and currently hold over one billion dollars in assets.
As a client of Polycomp, Certified IRA Professionals (CISP) will guide you through the process. These individuals are readily accessible by phone or by email to answer your questions and will spend the time necessary to provide you with outstanding service and guidance.
Regardless the size of the account we charge a flat fee. Our clients frequently tell us, for the quality of service we provide, the annual fee is very reasonable.
We respond quickly to your transaction needs. Two-day turnaround is standard and can often handle transactions in as little as 24 hours. You also have access to your account information online through our secure client portal.
Our company takes great pride in our work to assure complete compliance with IRS regulations governing self-directed IRA accounts. We employ meticulous record keeping systems in tandem with quality control measures for the highest level of compliance assuredness.
In our commitment to service we employ a client advocate, whose job is to enable clients to get resolution with an issue they may be having with Polycomp. We also monitor your satisfaction with our services through third-party surveys.
Polycomp does not sell or recommend any investment product, advisor or company. We are expert at the compliance issues for self-directed IRAs. Thus, we don’t have an incentive to sell you any form of investment. We gladly will consult with your financial or legal advisors.