Support Resources

This page is an index to various support topics related to the operation and administration of a self-directed retirement plan.

Plan Administration

Checkbook IRA with IRA Services Trust Co.

Checkbook IRA with Kingdom Trust Co.

Solo 401(k)

Solo 401(k) Cycle 3 Restatement (2022)

Update Your Contact Information

Contact Information Update Form

Contact Safeguard Advisors Support

Please email [email protected] to initiate requests.  Most questions are asked frequently and we can generally provide a detailed written response promptly.  If your question requires, we will have the correct resource on our team reach out to you personally.

For matters that require explanation please Schedule a Support Callback.