Scale Your Self-Directed Retirement Plan Offerings
Stop letting inefficient software eat into your profits and time. Instead, gain the efficiency you need to scale without hiring more staff or accepting higher compliance risk. Our integrated suite—featuring Guardian Solo 401(k) and Lion Trust Accounting—gives your firm the compliant, automated foundation to manage diverse retirement assets with confidence, attracting and retaining high-value plan sponsors.
Base fee for each Guardian Solo 401(k) plan
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
White-Label Branding
Customize with your logo and colors
Utilize a branded domain
(e.g., solok.[your-domain].com)
Provide a seamless, consistent experience for your clients
Risk-Free Partnership
Comprehensive support for migrating existing customers
We can guide or lead the integration process with timelines, feature parity analysis, and project planning
Instill confidence in your team with a partnered hands-on approach
IRS Document Support
Get up and running in weeks or a few months, not 6-8 months like our competitors
Faster time to market means quicker realization of benefits
“The reason why people don’t do self-directed investments is because of the level of friction that’s in this space right now. And Guardian almost eliminates 90% of the friction out there.”
TPA Testimonial
Lion Trust Accounting empowers you to manage more accounts with greater accuracy and less effort.
Guardian Solo 401(k): Branded portal for employers
Lion IRA: Customized access for IRA account holders
Consistent branding across both platforms
Unified approach to self-directed retirement solutions
Predictable costs as you scale your operations
No surprises or hidden fees
Align your revenue growth with manageable expenses
Dedicated account management
Technical support for you and your clients
Ongoing training and education opportunities
CE credit options for 401(k) rules and regulations
Compound your revenue with each new Solo 401(k) plan
Increase efficiency to manage more IRA accounts
Offer unique solutions that set you apart from competitors
Attract new clients with cutting-edge technology
The Clear Advantage for Forward-Thinking TPAs
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“This platform is so disruptive both for the clients and the CPAs because all the record-keeping is maintained, it’s completely transparent, and you can do pretty advanced strategies with helping clients contribute to retirement plans.”