Accuplan Benefits Services
406 South Jordan Parkway, South Jordan, Utah 84095
About the Accuplan Benefits Services
Accuplan Benefits Services is a finance institution located at 406 South Jordan Parkway in South Jordan, Utah, United States. They specialize in providing a wide range of benefits services to help individuals and businesses effectively manage their finances. Whether you are looking for retirement planning, investment advice, or insurance solutions, Accuplan Benefits Services has a team of experts ready to assist you. With their dedication to customer service and personalized financial planning, you can trust Accuplan Benefits Services to help you achieve your financial goals.
Photos of Accuplan Benefits Services
406 S Jordan Pkwy #640, South Jordan, UT 84095, United States
Opening hours of Accuplan Benefits Services
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Accuplan Benefits Services
"I just hired an attorney. Accuplan will NOT release funds that were requested months ago. . Please use any other company but don't use Accuplan. They don't even answer the phone, you have to leave a message. I am guessing that they don't have the money. I am about to reach out to the BBB and I will continue to write honest reviews in the hopes that I can spare other people the horrible experience that I have been going through for many months. Consumers should be warned about possibly losing their life savings. I wrote a negative review on this website two weeks. Their response was verbatim the same response that they have given to other bad review. Maybe Accuplan is about to go out of business and that's why the company is not following up on bad reviews."
"Worst experience of my life. This company has brought me to tears. I have been trying for a couple of months to withdraw some equity from my accounts. My dad died recently and they won’t even let me transfer the account into my name. They are telling me that my Social Security number is incorrect but in fact it is the correct Social Security number. That is just the tip of the iceberg of how they have disrespected me and frustrated me. I have been nothing but polite and patient with them. no amount of emailing or phone messages will help. They don’t even call me back. I just looked on my account and it said that the transfer is on hold because of pending documents but it does not say what documents they are missing. I guarantee you when I call them tomorrow I will get the runaround and I will be sent to different departments and nothing will be accomplished. They should be ashamed of themselves and I don’t know how they sleep at night. Carly Venghaus"
"Accuplan's self-directed IRA program allowed me to achieve my financial retirement objectives by letting me in vest in rental real estate properties. Those generated by monthly income and appreciated in value much faster than the stock market. I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this typeof IRA program."
"I opened up an account. I called and spoke to Jason many times when I was opening up my account, as I had a unique situation that I needed guidance on. He was pretty easy to reach. However, I decided for personal reasons to close the account one day after I funded it. They wired my funds back to me immediately!"
"If I could rate them a Zero Star I would. I currently have an account with Accuplan and American Estate & Trust. For the past 3 weeks I have been trying to transfer funds from my IRA at AET to another firm where I maintain an IRA. It has still not happened. I have been put through the ringer with their review process and compliance procedures. Forget about speaking to anyone on the phone, that never happens despite leaving multiple messages. You can only communicate via email with their service team members. I have followed their instructions every step of the way and now we are back to the place where we started. Accuplan is now telling me the receiving custodian must send a request to AET. Guess what, we did this 10 days ago. Hard copy with a wet signature was sent to them. They then instructed me to create a DOI (Direct Investment Form) which I did and upload a copy of my drivers license, including a selfie of me holding the license. All done in accordance with their instructions. As I said before we are back to square one having the other custodian send in a transfer request form. I would caution anyone looking for an IRA administrator to not use Accuplan or AET. This has been the worst experience I have ever had working with a financial services firm."
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