Revolutionize Your Offerings
for Self-Employed and
Owner-Only Businesses
Unlock unprecedented growth opportunities and provide unparalleled value to your high net worth clients with the Guardian Solo 401(k) platform. Elevate your practice, increase your revenue, and become the go-to expert for self-directed retirement solutions.
Base fee for each Guardian Solo 401(k) plan sold
One-time setup fee at initial establishment
Ongoing annual revenue split
Set your own retail pricing for maximum flexibility
Create custom discount codes for promotional offers
Offer up to 10x the tax reduction compared to traditional IRAs
Maximum contribution of $76,500 for an individual employer (2023 tax year)
Potential to double contributions by including a spouse in the plan
Overseeing mineral rights
Provide tailored tax advice for self-employed individuals and owner-only businesses
Access IRS-related training focused on Solo 401(k) plans
Earn CE credits to maintain your professional standing
Receive ongoing support for platform technical issues
Get expert assistance with IRS rules and regulations compliance
Automatic preparation of 1099-R forms for distributions
5500-EZ forms included for when plan values reach $250,000
Proper 1099-R coding for various distribution types (RMDs, hardship, etc.)
Easy access and download of forms at no additional charge
Extensive set of controls for plan management
Interested Party (IPD) access for account review and management
Real-time visibility into asset and income activity
Collaborate effectively with clients on thei self-directed investments
Regular updates reflecting changes in tax law
Automatic updates to plan documents as required by the IRS
Ongoing platform enhancements to meet evolving needs
Reduce your liability with always-compliant plan structures
Provide true portfolio diversification beyond stocks, bonds, and mutual funds
Enable clients to invest in alternative assets through their retirement accounts
Attract clients seeking more control over their retirement investments
Position yourself as an innovative, forward-thinking CPA
The Clear Advantage for
Forward-Thinking CPAs
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Discover how Guardian Solo 401(k) can elevate your service offerings, increase your revenue, and position you as a leader in self-directed retirement solutions.