Pacific Premier Trust provides a variety of custodial services for retirement clients, including financial transaction processing, account applications and activation, and record-keeping for the IRS.
The company offers a wide range of IRA account options, including traditional and Roth IRAs, SEP, SIMPLE, and individual and group 401(k) plans. It also handles inherited IRAs.
Fees
If you want to invest in alternative assets through your IRA, Pacific Premier Trust is a good option. It offers a wide range of IRA investments, including real estate and private equity.
It also has a great customer service team that can help you get started. The company’s representatives can explain the difference between self-directed and traditional accounts and provide guidance on alternative and common investments.
This company has a wide variety of options for IRA investors, including private equity, precious metals, and real estate. Its IRA experts can help you choose the right investments and ensure that your investments are IRA-compliant.
Pacific Premier Trust also helps high-net-worth families use their retirement savings to invest in alternative assets. It works with family offices to increase their understanding of self-directed IRAs and support their clients.
Account options
Pacific Premier Trust has a wide range of account options that are designed to help clients achieve their retirement goals. These include self-directed IRAs and Roth IRAs, EASs, and beneficiary or inherited IRAs.
It also offers a number of custodial services for its retirement clients, including account applications and activation, financial transaction processing, and reporting for the IRS. These services add to the company’s credibility and make it a top choice for new and existing retirement clients.
Aside from IRAs, the organization also has experience maintaining small business retirement accounts like SIMPLE and SEP IRAs and solo 401 (k) s. This makes the company a great option for business owners looking to improve their team members’ retirement funds and earn some tax deductions.
Among the most popular alternative assets that are offered by Pacific Premier Trust are real estate investments, promissory notes, and marketable securities. These alternatives have the potential to generate positive cash flow and interest income, but they also come with higher risks than traditional investments.
Customer service
The customer service team at Pacific Premier Trust is among the best in the industry. They provide top-notch services to clients at all levels and are dedicated to helping them achieve their goals.
They have a large and growing client base and are currently headquartered in Irvine, CA. They offer a plethora of services including retirement accounts, self directed IRAs, and custodial services.
Their customer service department is staffed by a dedicated team of experts who have extensive knowledge and experience in their field. They are available via phone, email, and live chat to answer questions.
They also have a dedicated website where you can find out more about their self directed IRA offerings. The site features a nifty tool that allows you to create a personalized investment plan for yourself or your company. The best part is that it’s free to use! The platform is easy to navigate and has many useful tools. It includes an interactive calculator, a wealth management app, and a comprehensive library of resources.
Security
Pacific Premier Trust is an alternative asset custodian with decades of expertise in holding private equity, real estate, and notes. They offer segregated storage for client assets, which is a great benefit to those who use them.
The company also offers a range of security measures to ensure the safety of customer funds and investments. These include multi-authentication and RSA SecureID(r) functionality.
They also use security tokens during ACH and wire transfers, which helps mitigate fraud risks. However, these methods aren’t foolproof and can’t protect against malware that could be installed on a device.
The company has received positive feedback from clients and is considered one of the best options for IRA custodial services. Their staff is friendly and responsive, and they offer a number of educational resources to help clients make informed decisions about their investments. The company has also received high ratings from independent rating agencies, including the Better Business Bureau and Trustpilot.
