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Jamie Mathieu
  • Investor
  • Baltimore, MD
13
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Self Directed IRA 401k Companies

Jamie Mathieu
  • Investor
  • Baltimore, MD
Posted

I know there has been some great threads on this topic already on how this works.  Thank you to the contributors to those-very helpful!  I am specifically looking for referrals of reputable companies that are versed in these financing strategies.   Would love to hear any success stories or negative feedback as well.  

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Bryan O.
  • Specialist
  • Lakewood, CO
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Bryan O.
  • Specialist
  • Lakewood, CO
Replied
Quote from @Todd G.:

Jamie,

Call John Park @ PGI Self Directed. Top notch service, and excellent document services.

Truly self directed, and not hard to manage at all.

Todd


Old post, but PGI is not what it used to be. I went through a divorce and need the QDRO form. The plan specifies "Participants and beneficiaries can obtain, from the plan administrator, without charge, a copy of the plan's procedures governing Qualified Domestic Relations Orders." I asked for the QDRO form (typically a 1-2 page template) 5 months ago. It has still not been provided. PGI was great, but now he is either too busy or just doesn't care about running his company, and I am stuck holding the bag to figure out how to transfer an existing 401k plan as well as deal with an angry ex that doesn't have her money.

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