Finally, a trust accounting solution that truly understands and solves the unique challenges of Self-Directed IRA holders, Custodians, Trustees, TPAs, and Providers.
Meet Sepira
Our name, SEPira(k), reflects our comprehensive approach:
SEP: Simplified Employee Pension
IRA: Individual Retirement Account
(k): The "k" in 401(k)
Or, Seamlessly Integrate Your Existing Systems:
Simplify complex retirement plan management
Ensure compliance with IRS regulations
Provide unparalleled flexibility in investment choices
Offer cost-effective solutions for businesses of all sizes
Meet Sepira
Lion Trust Accounting
Lion is the king of self-directed IRA management. Built specifically for self-directed administrators, trustees, and custodians
Guardian Solo 401(k)
Guardian is the industry's first dedicated Solo 401(k) recordkeeping solution.
Both platforms are designed by industry insiders for industry professionals, ensuring that every feature and workflow addresses real-world needs.
Reports That
Work for You
Easily access a variety of default reports or create custom ones to fit your needs. Generate daily, monthly, or quarterly reports and track cash, wires, ACH, and checks.
Robust Security Features
Set different access levels for each processor, manage team permissions with precise controls, and maintain data integrity through robust user management.
Simple, Transparent Pricing
Annual platform access fee, per-user charges based on IRA holders, no penalties for multiple accounts, and no AUM fees.
Lion Trust Accounting for
Self-Directed Custodians
User-Centric Design
Don't let outdated software hold you back. Embrace the power of Lion and roar past your competition!
Company
Resources
Contact Info
Email:
info@sepirak.com
Phone:
(302)947-5447