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Customized Qualified Account Solutions for Your Firm

Take a major tax-reporting burden off your plate and bring new products to market faster. Equity Enterprise Solutions can handle the day-to-day administrative details that affect your customers through our Self-Clearing Retirement Services.



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Administrative Support

Back-Office and Compliance Support is our Specialty

Are you on or transitioning to a self-clearing model? As one of the largest providers of non-depository IRAs, Equity Trust Company’s Self-Clearing Retirement Services handles the legal, regulatory, and administrative responsibilities associated with retirement plans. Through our Equity Enterprise Solutions business, we manage the behind-the-scenes administrative duties, allowing you to focus on client-centered activities.

Self-Clearing Retirement Services is your one-stop solution for:

  • Back-office support for retirement plans and trust accounts, including IRAs, Solo 401(k)s, HSAs, CESAs, Profit Sharing Plans (PSPs), and 403(b)(7)s
  • Compliance and trust services teams
  • E-model and account access (view your qualified retirement plan block of business online any time)
  • Educational support for your professional development

Quick Links

Existing client? Find what you need here:

What We Offer

We know that service after the sale is critical to your success. Equity Enterprise Solutions, as directed trustee, carries out the administrative duties of the trust such as:

  • Tax reporting and withholding remittance
  • IRA-approved documents and compliance services
  • Approval of distributions to beneficiaries
  • Service and support

Our Self-Clearing Retirement Services clients are provided with the services to help you run a seamless and efficient back office, offering services that include real-time online monitoring of your accounts, access to the latest rules, regulations and IRS forms, and marketing collateral that can be customized with your company’s brand.

Discover How We Can Help You

Request more information about Self-Clearing Retirement Services from Equity Enterprise Solutions.

By entering your information and clicking Request A Call, you consent to receive reoccurring automated marketing text messages and emails about Equity Trust’s products and services. This consent is not required to obtain products and services. If you do not consent to receive text messages and emails from Equity Trust and seek information, contact us at 855-233-4382. Reply STOP to opt out from text messages. Message and data rates may apply. View Terms & Privacy.