IRA Participants

The Entrust Group

Gail Lieberman, Client Services

Certified IRA Services Professional (CISP)

555 12th Street

Suite 1250

Oakland, CA 94607

[email protected]

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

 

[email protected]

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

[email protected]

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.

HLH LLC

PO Box 22218, Honolulu, HI 96823

[email protected]

 Toll-free: 877-707-TREE

Privacy  Terms

2014

2015

2016

2017

2018

2019

2020

2021

2022

2014, 2015, 2016

2017, 2018, 2019, 2020, 2021, 2022