Empower your clients and grow your business with our cutting-edge, customizable recordkeeping platform for both end-users and administrators.
Industry-First White-Label Recordkeeping Platform for Solo 401(k) Plans
Lightning-Fast Roth Conversions in Seconds,
Not Weeks
Instant Plan Document Generation and Storage
Built-in Loan
Management System
Complimentary IRS Form 5500-EZ and 1099-R Generation
Scalable Revenue-Sharing Model for 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 goodbye to lengthy, expensive Roth conversion processes. 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
Empowering
Self-Service
Complete onboarding in just 10-15 minutes
Streamline workflows for faster processing
Reduce administrative overhead
Empowering
Self-Service
Securely store crucial documents: deeds, contracts, receipts, IRS forms
Maintain a complete audit trail for each asset
Satisfy IRS auditor requirements with ease
Flexible Beneficiary Management
Record primary, secondary, and tertiary beneficiaries
Allocate percentages to spouses, individuals, charities, or trusts
Ensure your wishes are accurately represented
Multi-Participant
Support
Include up to 40 participants at no extra charge
Perfect for business partners (5%+ ownership) and spouses
Manage multiple participants within a single plan
Direct Banking Integration
Leverage our efficient onboarding forms
Automatically sync applicant data with your CRM
True Portfolio Diversification
Traditional: stocks, bonds, mutual funds
Alternative: real estate, precious metals, private placements
Emerging: cryptocurrencies, mineral rights, and more
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