IRA Participants
The Entrust Group
Gail Lieberman, Client Services
Certified IRA Services Professional (CISP)
555 12th Street
Suite 1250
Oakland, CA 94607
glieberman@theentrustgroup.com
Toll free: 1-800-392-9653 x4
Direct: 510-587-0950 x264
Fax: 510-587-0960
New Direction Trust Company
Dan Falardeau, President
Hawaii Division
7 Waterfront Plaza
500 Ala Moana Blvd, Suite 7400
Honolulu, HI 96813
dfalardeau@ndtco.com
Local: 808-521-4472
Fax: 808-521-1005
IRA Services Trust Company
Customer Service Contact Center:
Toll free:
800-248-8447
Fax:
650-591-2168
Pensco Trust Company
717 17th Street
Suite 2200
Denver, CO 80202
Toll free: 1-800-962-4238
Provident Trust
Attn: Lockbox Department
P.O. Box 4330
Ontario, CA 91761
Toll-free:
888-855-9856
Quest IRA Inc.
17171 Park Row
Suite 100
Houston, TX 77084
Toll free: 800-320-5950
Fax: 281-646-9701
Transfers@QuestIRA.com
Self-Directed Individual Retirement Arrangement FAQ
A Self-Directed Individual Retirement Arrangement is an IRA that requires the account owner to make investment decisions and investments on behalf of the retirement plan. IRS regulations require that either a qualified trustee or custodian hold the IRA assets on behalf of the IRA owner. Generally, the trustee/custodian will maintain the assets and all transaction and other records pertaining to them, file required IRS reports, issue client statements, assist in helping clients understand the rules and regulations pertaining to certain prohibited transactions, and perform other administrative duties on behalf of the Self-directed IRA owner for the life of the IRA account.