Empower your clients and grow your business with our cutting-edge, customizable recordkeeping platform for both end-users and administrators.
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 Trust Accounting for
Self-Directed Custodians
Unparalleled Efficiency
Our Guardian Solo 401(k) recordkeeping platform is a game-changer in the industry. 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.
Roth Conversions at the Speed of Light
Say goodbye to lengthy, expensive Roth conversion processes. 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
Say hello to instant plan documentation. 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
Guardian fee management system is what you've been waiting for.
Simplify your billing and improve cash flow today!
Meet Guardian
Sophisticated Fund Management
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.
Innovative Loan Management
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.
Seamless Roth Contributions
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 Trust Accounting for
Self-Directed Custodians
Hassle-Free IRS Reporting
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 Transaction Tracking
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.
User-Centric Design
Don't let outdated software hold you back. Embrace the power of Lion and roar past your competition!