ERISA-Aware Custody
From prohibited transaction risk to plan design, AET’s platform supports compliance with IRS and ERISA regulations. We’re built to handle Solo 401(k)s, checkbook LLCs, trust-held IRAs, and more.
Administer or Advise
Prefer to maintain hands-on control? You can oversee and administer your clients’ accounts directly with no need to pass the work to a third party or chase down documentation.
Comprehensive Retirement Custody
Through our integrated business portal, CPAs can easily access account data, view investment holdings, and streamline year-end reporting, all while ensuring assets remain compliant.
Entity & Asset Structure Expertise
From LLC operating agreements to estate-planning considerations, we’re familiar with the intricacies of private wealth structuring inside retirement plans.
Easy handoffs when needed
Need to transition control over to a client or their advisor? Our portal makes the handoff simple and pain-free
Audit-Ready Recordkeeping
Eliminate the scramble at tax time. AET offers clear audit trails, complete contribution and distribution history, and valuation support for private assets.
Simplified UBIT/UBTI Oversight
We provide visibility into when unrelated business income may apply, helping you prepare clients proactively and avoid downstream tax issues.
Transparent oversight
Maintain visibility into every account action. Detailed audit trails, account history, and built-in reporting tools.
