Stop Compromising. Offer a White-Label Experience That Drives Client Loyalty and Growth.
Meet Guardian
Customize and Brand as Your Own
The Guardian Solo 401(k) platform is a fully customizable white-label solution that lets you brand it as your own, offer a cutting-edge plan, and stand out in the retirement market.
Revenue-Sharing Opportunity
The Guardian Solo 401(k) platform lets you sell directly to your clients, set your own pricing, and earn the majority of annual fees—unlocking compounding revenue as more employers join.
Comprehensive End-User Support
Focus on growing your business while we handle the rest—our team provides full end-user support, reducing your operational costs and ensuring your clients receive expert guidance.
Guardian Solo 401(k) Recordkeeping Platform
The Efficiency Win
Empowering administrators with a precise, audit-ready solution and gain the unwavering confidence required to scale your 401(k) offering without fear of administrative friction or compliance liability. For the first time, a comprehensive solution is available to manage and track assets, expenses, contributions, distributions, transfers, rollovers, and more with unprecedented ease and accuracy.
Seamless Roth Conversions
Eliminate delays and complexity with Guardian Solo 401(k):
Complete Roth conversions in just 18 seconds
No additional charges – it's included in your plan
Eliminate the need for lawyers and weeks of waiting
Instant Plan Documentation
Stop the paper chase. Generate audit-ready plan documents instantly with Guardian Solo 401(k):
Generate your plan document in under a minute
Access it immediately in your Guardian Solo 401(k) portal
Experience unmatched speed and convenience
Stop letting manual processes erode your Solo 401(k) profit margins. Guardian automates real-time fee processing, ensuring effortless revenue capture and the predictable cash flow you need to confidently scale your business.
Meet Guardian
Seamless Roth Contributions
Guardian makes the process of adding after tax contributions stress-free.
Innovative Loan Management
The Guardian Solo 401(k) platform lets your clients set up, manage, and track their entire solo 401(k) participant loan—including amortization schedules and interest payments.
Sophisticated Fund Management
Guardian simplifies Solo 401(k) administration by unifying asset tracking, expense management, and all transaction types—including rollovers and distributions—into one intuitive tool.
Guardian Solo 401(k) Recordkeeping Platform
Hassle-Free IRS Reporting
Generate important tax forms like the Form 5500-EZ directly from the Guardian Solo 401(k) platform.
Comprehensive Transaction Tracking
Audit-ready transaction tracking, powered by a continuous and verifiable audit trail.
User-Centric Design
Guardian: Built for Scale. Designed for Solo 401(k) Precision.