About Us

About Us

About SEPira(k): Solving the Self-Directed Retirement Crisis

About SEPira(k): Solving the Self-Directed Retirement Crisis

Trust accounting solutions that solve the unique challenges of Self-Directed IRA holders, Custodians, Trustees, TPAs, and Providers. Every feature designed to address the real-world needs of self-directed administration.

Meet Sepirak

Our Story: Self-Directed Retirement Industry Disruptors

Our Story: Self-Directed Retirement Industry Disruptors

Our Story: Self-Directed Retirement Industry Disruptors

The internal problem for Trustees and Custodians is the same everywhere: You feel trapped by antiquated software that can't keep up with your growth. The stress of forcing complex fee structures, private placements, and massive client volume into a clunky, one-size-fits-all system is real.

We know because we were trapped too. We didn't start SEPira(k) to just "disrupt" the industry; we started it out of personal, painful necessity. Our founders—seasoned experts with 100+ years of combined experience—saw firsthand the current systems fail, leading to heavy IRS fees and crippling administrative confusion.

The internal problem for Trustees and Custodians is the same everywhere: You feel trapped by antiquated software that can't keep up with your growth. The stress of forcing complex fee structures, private placements, and massive client volume into a clunky, one-size-fits-all system is real.

We know because we were trapped too. We didn't start SEPira(k) to just "disrupt" the industry; we started it out of personal, painful necessity. Our founders—seasoned experts with 100+ years of combined experience—saw firsthand the current systems fail, leading to heavy IRS fees and crippling administrative confusion.

The internal problem for Trustees and Custodians is the same everywhere: You feel trapped by antiquated software that can't keep up with your growth. The stress of forcing complex fee structures, private placements, and massive client volume into a clunky, one-size-fits-all system is real.

We know because we were trapped too. We didn't start SEPira(k) to just "disrupt" the industry; we started it out of personal, painful necessity. Our founders—seasoned experts with 100+ years of combined experience—saw firsthand the current systems fail, leading to heavy IRS fees and crippling administrative confusion.

Our mission is to prevent your firm from suffering with confusion and loss. We built the platform we always wished we had.

Our mission is to prevent your firm from suffering with confusion and loss. We built the platform we always wished we had.

Our mission is to prevent your firm from suffering with confusion and loss. We built the platform we always wished we had.

Who We Are:

Pioneers in Retirement Plan Recordkeeping

Who We Are:

Pioneers in Retirement Plan Recordkeeping

Who We Are:

Pioneers in Retirement Plan Recordkeeping

The SEPira(k) team isn't built on theory; we are built on over 100 years of combined experience in retirement planning and trust administration. This hard-won authority is the foundation of our two solutions. We meticulously designed our self-administered systems to cut through the complexity of the retirement world and deliver unprecedented control and compliance.

The SEPira(k) team isn't built on theory; we are built on over 100 years of combined experience in retirement planning and trust administration. This hard-won authority is the foundation of our two solutions. We meticulously designed our self-administered systems to cut through the complexity of the retirement world and deliver unprecedented control and compliance.

Our name, SEPira(k), reflects our comprehensive approach:

SEP: Simplified Employee Pension

IRA: Individual Retirement Account

(k): The "k" in 401(k)

Pronounced "SEP-eye-rak," our name embodies our commitment to simplifying complex retirement solutions.

Pronounced "SEP-eye-rak," our name embodies our commitment to simplifying complex retirement solutions.

Empowering Financial

Freedom Through Innovation

Partner Benefits

and Opportunities

Empowering Financial Freedom Through Innovation

We believe that to remain competitive and compliant, Trustees and Custodians deserve access to the most powerful, purpose-built trust accounting platform available. Your clients expect seamless self-directed investing. SEPira(k) ensures your firm has the administrative systems to meet that demand, allowing you to maximize your firm’s growth potential and offer the diverse asset management your clients require, without the administrative burden or audit anxiety.

We believe that to remain competitive and compliant, Trustees and Custodians deserve access to the most powerful, purpose-built trust accounting platform available. Your clients expect seamless self-directed investing. SEPira(k) ensures your firm has the administrative systems to meet that demand, allowing you to maximize your firm’s growth potential and offer the diverse asset management your clients require, without the administrative burden or audit anxiety.

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 Sepirak

Cutting-Edge Technology

Meets Industry Expertise

Cutting-Edge Technology

Meets Industry Expertise

Lion Trust Accounting

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.

User-Centric Design

Serving a Diverse Financial Ecosystem

Partner Benefits

and Opportunities

Serving a Diverse Financial Ecosystem

We cater to a wide range of financial professionals and individuals:

We cater to a wide range of financial professionals and individuals:

Direct Consumers

Solo entrepreneurs and small businesses looking to establish and manage their own retirement plans.

Direct Consumers

Solo entrepreneurs and small businesses looking to establish and manage their own retirement plans.

Direct Consumers

Solo entrepreneurs and small businesses looking to establish and manage their own retirement plans.

Resellers

RIAs, CFPs, and other investment advisors seeking to expand their service offerings.

Resellers

RIAs, CFPs, and other investment advisors seeking to expand their service offerings.

Resellers

RIAs, CFPs, and other investment advisors seeking to expand their service offerings.

White Label Partners

Self-directed administrators, trust companies, banks, and credit unions looking to offer branded retirement solutions.

White Label Partners

Self-directed administrators, trust companies, banks, and credit unions looking to offer branded retirement solutions.

White Label Partners

Self-directed administrators, trust companies, banks, and credit unions looking to offer branded retirement solutions.

Security

Protecting your financial future is our top priority

Security

Protecting your financial future is our top priority

Security

Protecting your financial future is our top priority

Fun

We believe managing retirement plans doesn't have to be a chore.

Fun

We believe managing retirement plans doesn't have to be a chore.

Fun

We believe managing retirement plans doesn't have to be a chore.

Education

We're committed to empowering our clients with knowledge.

Education

We're committed to empowering our clients with knowledge.

Education

We're committed to empowering our clients with knowledge.

Integrity

We operate with transparency and honesty in all our dealings.

Integrity

We operate with transparency and honesty in all our dealings.

Integrity

We operate with transparency and honesty in all our dealings.

Character

We uphold the highest ethical standards in every transaction and feature design.

Character

We uphold the highest ethical standards in every transaction and feature design.

Character

We uphold the highest ethical standards in every transaction and feature design.

Pioneering

We're always innovating to stay ahead of industry needs.

Pioneering

We're always innovating to stay ahead of industry needs.

Pioneering

We're always innovating to stay ahead of industry needs.

Move Beyond Your Operational Ceiling Today

Move Beyond Your Operational Ceiling Today

Move Beyond Your Operational Ceiling Today

SEPira(k) is a company specializing in transforming the management and investment of retirement plans. It serves individual entrepreneurs, financial consultants, and large institutions, offering innovative and customizable solutions for self-directed retirement planning. Its goal is to revolutionize the way people achieve financial freedom in the future.

SEPira(k) is a company specializing in transforming the management and investment of retirement plans. It serves individual entrepreneurs, financial consultants, and large institutions, offering innovative and customizable solutions for self-directed retirement planning. Its goal is to revolutionize the way people achieve financial freedom in the future.

Compliance Made Easy, Growth Made Possible