Solo 401(k) record keeping and compliance tools
Say goodbye to spreadsheets and manual record keeping for your Solo 401(k), and say hello to SEPira(k)’s proprietary record keeping system and compliance features.
Spend more time investing and less time stressing over compliance
The IRS requires you to keep your books in order and records available for review, but managing this at scale and over time can be a distraction at best, and put you at risk of being out of compliance at worst. Rather than spend time worrying about whether you are correctly keeping track of your Solo 401(k), spend more time investing in it and growing it with SEPira(k). SEPira(k)’s proprietary record keeping system is designed to guide you through your Solo 401(k) plan and ensure your books are in order, your plan documents are accounted for, and that you have everything you need come tax season.
Why SEPira(k)?
SEPira(k) is built by founders for founders. Just because you took the plunge to build a business doesn’t mean you can’t reap the benefits of a retirement plan that allows you to build your wealth, save for retirement, and reduce your taxable income. SEPira(k) was built with founders in mind, giving you the tools you need to save for retirement and be compliant while doing it.
Simple compliance and accounting features
SEPira(k) provides you with everything you need to keep track of your Solo 401(k) plan and remain compliant. Our proprietary record keeping system keeps track of all your transactions, and our document storage allows you to keep track of your plan documents for the IRS.
Guides for every transaction
First time managing a Solo 401(k) plan? No problem. Our record keeping features are designed for experienced and novice users alike. Manage transactions for your Solo 401(k) with ease, browse our earning center, and contact our team for help when you need it.
Tax form support
Let us do the heavy lifting during tax season. SEPira(k) features tax form support (IRS Form 5500, 1099-R) to make reporting on your Solo 401(k) a breeze.
Educational content and support
SEPira(k) brings you a cutting-edge platform and world-class financial education all in one. Browse our learning center to see how to leverage your account to the fullest.
Self-directed Solo 401(k)
It’s your money, so why shouldn’t you have control? A self-directed Solo 401(k) gives you control over where and how your money is invested.
Simple yet powerful compliance features
Spend more time investing and less time worrying about compliance. SEPira(k)’s compliance features and record keeping system does the heavy lifting for you.
Complete control over your investments and contributions
Invest in what you want and manage your contributions with a flexible and easy-to-use platform.
Take a loan when you need it
Take a loan up to $50,000 when you need it from your account and repay it over time.
