Fast. Easy. Secure.
Our online account portal will walk you through the process, step by step.
Qualified Investment & Safekeeping Plan
As a trust company, we have the authority to, and are licensed to, custody and maintain investments on the behalf of individuals or accounts (i.e. retirement plans). Many trust companies are not willing to custody alternative investments due to their complexity, but Provident Trust Group specializes in streamlining the alternative asset industry for you. We allow individuals and companies to partake in alternative, tangible investments with Profit Sharing Plans, Defined Benefit Plans, 401(k) Plans and more.
We add value to the potential of your plan, by allowing your employees and investors to break free from the stock market. We establish individual accounts for each investor to allow individualized tracking and reporting on the investor’s alternative investments of choice.
Provident Trust Group also reports back to your Third-Party Administrator (TPA) to provide updated values of the alternative investments the participants have chosen.
MORE ACCESS
Allows investors to invest in alternative assets that they’ve never had access to before in a traditional investment setting.
INVESTMENT FREEDOM
You can give your employees the freedom to choose the investments they are comfortable and familiar with (i.e. real estate and private lending).
INCREASE VALUE
Adds value to your overall retirement plan by introducing additional options.
INCREASE PLAN PARTICIPATION
Promotes additional employee-participation in the retirement plan because they understand the investment options.
NOTE: Please visit www.irs.gov for a complete breakdown of the rules and regulations concerning Qualified Plans. Certain restrictions apply regarding prohibited transactions.
PROFIT-SHARING PLAN
A profit-sharing plan, also known as a deferred profit-sharing plan or DPSP, is a plan that gives employees a share in the profits of a company. Under this type of plan, an employee receives a percentage of a company’s profits based on its quarterly or annual earnings.
DEFINED BENEFIT PLAN IRA
A defined benefit pension plan is a type of pension plan in which an employer/sponsor promises a specified pension payment, lump-sum (or combination thereof) on retirement that is predetermined by a formula based on the employee’s earnings history, tenure of service and age, rather than depending directly on individual investment returns.
SELF-DIRECTED 401(k) PLAN
A Self-Directed 401(k) offers a self employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate, on their own without requiring custodian consent. Additionally, a Self-Directed 401K Plan will allow you to make high contributions to the Plan
NOTE: Please visit www.irs.gov for a complete breakdown of the rules and regulations concerning Qualified Plans. Certain restrictions apply regarding prohibited transactions.
The Provident Advantage
Our approach focuses on delivering clear and concise information so you can make well-informed decisions regarding your investments. Our clients rely on our abilities to ensure every administrative and reporting detail is covered and completed on time.
IRS Required Reporting
Record Keeping
IRA & Qualified Plan Administration
Transfer Processing
Alternative Asset Custody
Rollover Assistance
Self-Directed Education
Contribution Processing
Distribution Processing
Your investment freedom is a click away
OPEN AN ACCOUNT
Our completely electronic application process will have you set up in minutes.
FUND YOUR ACCOUNT
Transfer or Rollover old or non-performing retirement assets.
START INVESTING
Enjoy investment freedom with a truly self-directed retirement account.
Our simple online process makes setup a breeze so you can focus on what matters most – your retirement.
Our 100% web-based process provides easier form completion and clearer view of holdings and transactions that will assist customers in opening new accounts securely and quickly without any physical paperwork. Customers can also complete fund transfers from other custodians, electronically initiate investments, as well as manage multiple accounts with a click of a button.
Let us help you set up your Qualified Plan correctly!
Retirement plans can have some steep tax penalties if not set up properly. We want to help you navigate through the nuanced rules & regulations of Qualified Plans. Call us at (888) 662-0869, or complete the form below.
