Introducing the Ultimate Platform for Solo 401(k) Management
Simplify your retirement planning journey with our all-in-one solution, designed exclusively for the discerning entrepreneur seeking the perfect solo 401(k) provider.
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Entrepreneur, are you overwhelmed by the myriad of solo 401(k) providers and unsure where to turn? Look no further! Our unmatched platform is here to bring clarity and confidence to your self-directed retirement planning experience.
With a tailor-made Solo 401(k) plan document and an innovative record keeping system, we proudly stand apart from other providers in the market.
As the one-of-a-kind solution, our platform allows you to:
- Effortlessly set up your personalized Solo 401(k) plan document
- Seamlessly manage your investments and track your portfolio
- Stay ahead of the curve with detailed reporting on contributions, distributions, and loans
- Remain up-to-date with regulatory changes and compliance requirements
- Strategize and prepare for taxes, growth, and future distributions
Built to Empower Your Retirement Planning Journey
Tailor Your Retirement To Your Needs
Customize your retirement planning like never before with the SEPira(k) platform that gives you full control over your Solo 401(k) plan settings, helping you achieve your financial goals with ease.
Tailor Your Retirement To Your Needs
Customize your retirement planning like never before with the SEPira(k) platform that gives you full control over your Solo 401(k) plan settings, helping you achieve your financial goals with ease.
Comprehensive Platform Solution
Our integrated platform offers a seamless solution for all your retirement planning needs. With everything you need in one place, you can easily manage your contributions, distributions, and stay on top of regulatory changes. Trust us to provide you with a complete and convenient retirement planning experience.
Affordable Pricing Plans
Our cost-effective platform offers an affordable solution for your retirement management needs. With low fees and customizable options, you can manage your retirement savings without "running afoul" of IRS regulations. Trust us to provide you with an easy and affordable path towards successfully recordkeeping your Solo 401(k).
Efficient Process
Our streamlined platform is a simplified solution for your retirement management needs. With user-friendly tools and intuitive features, you can easily stay ahead of regulatory changes. Trust us to provide you with a smooth and stress-free retirement planning journey.
Flexible System
Our open-architecture platform offers flexibility for your unique retirement goals. With self directed investment choices, you can tailor your plan to meet your specific needs. Trust us to provide you with a personalized and comprehensive retirement planning experience.
Accurate Record Keeping Services
Our record keeping capabilities ensure you stay organized and compliant with ease. With detailed reporting on contributions, distributions, and loans, you can rest assured that you're meeting regulatory requirements. Trust us to provide you with a secure and reliable record keeping solution.
Enhanced Productivity
Additional benefits include comprehensive tools for 401(k) loan management, form 5500-EZ and 1099-R preparation, document storage related to investments, you can easily manage your retirement planning needs. Trust us to provide you with a complete and convenient retirement planning experience.
Get Started in Seconds
Ready to embrace clarity and confidence in your retirement planning journey? Choose our unparalleled platform today and experience the difference!
Our Competitive Advantage
Competitive Pricing
No hidden fees, no jargon. Just straightforward pricing for opening a Solo 401(k), and also RecordKeeping of that plan.
Extensive Integrations
Eliminate headaches tracking investments across different providers, mitigate manual error with deep integrations of today's leading open banking and technology providers.
Learning Center
Every Self Directed Investor on the SEPira(k) platform can access compliance education used by professional fund managers.
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Who is This For?
Self-Directed Investors
Our system empowers you to effortlessly set up your personalized Solo 401(k) plan document, we open an FDIC insured deposit account for you to direct your contributions, manage your external investments with connected accounts that are visible in the SEPira(k) platform, and track your portfolio's contributions, distributions, and self-directed assets with ease. With our user-friendly record-keeping platform, you save time, comply with the IRS and Department of Labor rules and regulations, can focus on achieving your investment goals and maximizing your retirement savings.
