Polycomp Launches Self-Directed IRA Investor Education Sessions

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StartSmart Sessions will focus on alternative asset investments in IRAs

Polycomp Administrative Services, Inc. (Polycomp), a third-party administrator for qualified retirement plans, self-directed IRAs and prevailing wage benefits, today announces the launch of its StartSmart Sessions, local investor education events to be held in Roseville, Sacramento and Woodland Hills, CA. These sessions are designed to educate investors on their self-directed IRA investing options in real estate, notes and trust deeds, private equity, metals, natural resource royalties and other alternative investment opportunities.

“With 40 years of experience in the administration of unique alternative investments held in self-directed IRAs, Polycomp is well aware of the complexities of this type of investment. Our goal in launching our StartSmart Sessions is to educate investors on the wide range of IRA investment options available to them as well as to introduce them to Polycomp and the services we provide,” states Joe Cattivera, Sales Manager.

“Our mission is to provide personalized guidance to each of our clients. We believe personal conversations are the best approach in helping investors navigate the rules, regulations, processes and procedures of self-directed investing to ensure the tax-deferred status of their IRA investments is protected,” states Gail Liston, IRA Manager.

StartSmart Sessions will cover:

  • Introduction to self-directed investing in alternative investments
  • Real estate investing in IRAs
  • Private equity, private stock and other private placement investments in IRAs
  • Using IRA funds to invest in promissory notes, mortgages and trust deeds

Investors have a choice of registering for one of the upcoming StartSmart Sessions either by contacting one of Polycomp’s IRA Consultants at 800-952-8500 or through their website at http://www.polycomp.net/startsmart.

Polycomp is a boutique retirement plan administrator that differentiates itself through the high levels of personalized service provided to each and every client.

“We understand how important it is for our clients to have access to highly skilled and highly personal consulting and administrative services,” said Donna Harmon, President and COO, Polycomp. “Our focus is to continue delivering consistently high levels of personalized service to our clients. In this rather complex world of self-directed investing in IRAs, and the increased push towards self-service tools, many investors still want, and need, more personalized service and choose Polycomp as their IRA administrator for that reason.”

About Polycomp

Polycomp Administrative Services, Inc., provides retirement plan design, recordkeeping and administration for a wide range of qualified retirement plans, alternative assets held in individual retirement arrangements (IRAs) and prevailing wage benefits. Polycomp has helped thousands of individuals, employers, and associations achieve their long-term financial goals.

Polycomp Administrative Services, Inc. partners with Polycomp Trust Company, an independent trust company regulated by the South Dakota Division of Banking, for custody of their IRA client accounts and alternative assets. Polycomp Administrative Services is a privately held company founded in 1974 with headquarters in Roseville, CA and offices in Woodland Hills, CA and San Diego, CA. For more information, visit http://www.polycomp.net.

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Sarah Kinkade
@PolycompIRA
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