IRA Club SBS
Built for Today’s Small Businesses
who we serve
IRA Club SBS is built for today’s small businesses. We believe small businesses are the backbone of the economy, and deserve retirement solutions that are just as flexible, future-focused, and empowering as the people behind them. Our mission is to create a platform where small business owners can offer retirement plans that are not just a checkbox, but a genuine path to financial security.
Protected
AI Investing Platform
5,500+
plans
$5+ billion
invested
Available
in all 50 states
our history
In 1995, after 25 years of writing Securities Compliance manuals, Dennis Blitz started a club for self-directed IRA pioneers. These early adopters recognized the value of self-directed IRAs but faced many questions that their CPAs often couldn’t answer. In 2008, Dennis founded the IRA Club to preserve the club’s spirit and treat every client like a member..
Today, IRA Club serves thousands of clients nationwide with personalized attention and care. Building on this foundation, IRA Club expanded to launch IRA Club SBS, delivering future-focused retirement solutions for businesses of all sizes.
You Explore the Options, We’ll Keep Things Safe.
Cash-funded IRAC, iFlip, and Coinbase-backed crypto accounts are FDIC-insured through our banking partner.
Free allowable transaction analysis on investments to help keep your account IRS compliant.
Two-factor authentication (2FA) enablement and encouragement for accounts.
featured integrations
Retirement Plans That Practically Run Themselves.
Automated Deductions and Contributions
- Employee contributions are automatically deducted and deposited, keeping your plan on track effortlessly.
Record Keeping and Government
- We manage your plan’s recordkeeping and government file required reports like Form 5500 and 1099-R.
Ongoing Compliance Testing
- We conduct nondiscrimination testing and handle any required corrections.
Seamless Employee Onboarding
- When employees become eligible to join the plan, we’ll set them up and give them support.
INVESTMENT OPTIONS
Power Your Future with Protected Automated Investing
Adapt to today’s unpredictable markets with low-cost, AI-powered investing, allowing you to invest confidently without timing the market.
Go Beyond Wall Street with Access to Alternative Assets
Put your retirement money in your control with a range of alternative options, including real estate, private loans, and more.
Simplicity In Its Own League
Cash-funded IRAC, iFlip, and Coinbase-backed crypto accounts are FDIC-insured through our banking partner.
Low-Cost Investment Offerings
Access a range of alternative options, including real estate, private equity, cryptocurrency, and even AI-Powered stocks.
Flat-Fee, Fair Pricing
Our transparent flat fee model helps your team’s retirement accounts grow and unlocks meaningful tax advantages.
Modern Retirement Plans with a Human Touch.
Reliable support is just a phone call away. Scale your business with a modern retirement plan built with you in mind.