Sepirak

Sepirak Self Directed Trust Accounting for IRAs and 401(k) Retirement Plans

Are you offering your clients the full power of a Solo 401(k), or just the basics?One of the biggest selling points of a...
05/28/2026

Are you offering your clients the full power of a Solo 401(k), or just the basics?

One of the biggest selling points of a Solo 401(k) is the ability to take out participant loans.

But many advisors shy away from this feature because tracking amortization schedules and interest payments is an administrative nightmare.

Guardian turns complex loan administration into a simple, value-add service for your firm.

✔️ Facilitate personal loans (up to 5-year terms) or primary residence loans (up to 30-year terms).
✔️ Set and track the amortization schedule.
✔️ Track all interest payments directly within the intuitive dashboard.

Offer your clients the liquidity they want, without the headache you hate.

Did you know? Lion supports 11 different request categories, each designed for a specific financial operation.Contributi...
05/14/2026

Did you know?

Lion supports 11 different request categories, each designed for a specific financial operation.

Contribution:
Add funds to an account. Subject to annual IRS limits based on account type and tax year.

Distribution:
Withdraw funds from an account. Includes normal, early, and required minimum distributions (RMD).

Rollover:
Move funds between retirement accounts. Can be direct (trustee-to-trustee) or indirect (60-day).

Incoming Transfer:
Receive assets from another custodian into an account on the platform.

Outgoing Transfer:
Send assets from an account on the platform to another custodian.

Buy Direction Letter:
Direct the custodian to purchase a specific asset on behalf of the account.

Sell Direction Letter:
Direct the custodian to sell a specific asset held in the account.

FMV Valuation:
Update the fair market value of an asset. Required annually for alternative assets.

Payment Authorization Letter:
Authorize a specific payment or purchase, typically for alternative investments requiring additional approval.

Additional Funding:
Add funds to an account beyond the standard contribution pathway. Used for non-contribution cash movements.

Transfer:
General transfer between custodians

Whether you are looking to satisfy an IRS requirement or fund a new alternative investment, Lion serves as your streamlined, all-in-one portal.

By housing all 11 request categories under a single digital roof, we’ve eliminated the need for fragmented paperwork and multiple logins.

From initial contribution to final distribution, every tool you need is centralized, simplified, and ready when you are.

The plan document is just the start; the recordkeeping is where a Solo 401(k) succeeds or fails.For clients managing ren...
05/06/2026

The plan document is just the start; the recordkeeping is where a Solo 401(k) succeeds or fails.

For clients managing rental properties, "slipping through the cracks" isn't an option.

As their trusted advisor, you can now provide them with a platform designed for the complexities of alternative assets.

Guardian simplifies the "unseen" work:

Rent & Expense Tracking: Audit trails for every property.
Document Security: Digital storage for deeds and titles.
Compliance Guardrails: Built-in checks to protect the plan's status.

Equip your clients with Guardian and turn recordkeeping from a liability into a streamlined asset.

Better records. Better compliance. Better growth.

Did you know Lion allows your firm to support 30+ alternative asset types?From real estate and crypto to mineral rights,...
04/29/2026

Did you know Lion allows your firm to support 30+ alternative asset types?

From real estate and crypto to mineral rights, tax liens, and private placements — if your clients want to hold it in a self-directed IRA, Lion can track it.

Most custodians are still forcing their operations teams into spreadsheets and workarounds for assets their software wasn't built to handle. Lion was.

As a CPA, TPA, or RIA, you know that the Solo 401(k) is one of the most powerful tools in a self-employed client's arsen...
04/23/2026

As a CPA, TPA, or RIA, you know that the Solo 401(k) is one of the most powerful tools in a self-employed client's arsenal, but the administrative burden often falls on your shoulders.

Guardian’s Recordkeeping Platform is designed to be the professional's backbone, turning complex logistics into a seamless, audit-ready workflow.

Offer your clients a solution that handles the heavy lifting:

Precision Fund Tracking: We take the guesswork out of the six distinct fund sources (from Roth to Profit Sharing), providing crystal-clear audit logs for every dollar.

Real Estate & Alt-Asset Ready: A dedicated hub for rental deeds, expense logs, and essential documents, keeping your clients organized and your life easier during tax season.
Frictionless Rollovers: Effortlessly transition funds from old employer accounts into a Solo 401(k) without the typical paperwork bottleneck.

The Bottom Line: Stop cleaning up manual spreadsheets and start providing higher-level strategic value. With Guardian, you give your clients the freedom to grow their wealth while we ensure the data is airtight.

Are you in the Self-directed IRA industry?Do you find yourself losing hours every week fighting with trust accounting so...
04/17/2026

Are you in the Self-directed IRA industry?

Do you find yourself losing hours every week fighting with trust accounting software that refuses to talk to your existing systems?

The real cost of poor software isn't just slow processing; it's the administrative headache, double-entry, and the fear of critical data being lost between platforms.

You didn't build your business to be a data janitor.

It's time for your technology to finally work for you, not the other way around.

Lion Trust Accounting changes the game with its API-first design. This isn't just an add-on; it's the very foundation of the software.

- Lion's powerful API to instantly connect with your CRM, onboarding flows, and internal systems.

- Lion handles all the complex back-end accounting for alternative assets.

- Double or triple your account capacity per employee, turning administration into a competitive advantage.

Stop settling for clunky workarounds. You deserve systems that integrate, not irritate.

The self-employed segment is the fastest-growing part of the U.S. workforce. The number of full-time "Solopreneurs" has ...
04/07/2026

The self-employed segment is the fastest-growing part of the U.S. workforce.

The number of full-time "Solopreneurs" has grown by roughly 20–21% since 2020.

These entrepreneurs need more than a standard SEP-IRA; they need the higher limits and Roth options of a Solo 401(k).

Implement Guardian Solo 401k Recordkeeping and offer your clients the best way to:

✅ Maximize both employee deferral & profit-sharing contributions.
✅ Simplified compliance for owner-only plans.
✅ A critical competitive edge for capturing small business clients.

The opportunity is now.
Don't let your current systems miss this market.

Future-proof with Guardian by modernizing your recordkeeping for the new era of work.

Performance at a Glance Know Your Numbers in Seconds.Why dig through spreadsheets when you have the Lion Dashboard? The ...
04/02/2026

Performance at a Glance

Know Your Numbers in Seconds.
Why dig through spreadsheets when you have the Lion Dashboard?

The Lion dashboard gives you:

✅ Asset Breakdown: See exactly how your Cash vs. Assets are performing.
✅ Visual Trends: A 5-month chart comparing your incoming and outgoing transactions.
✅ Quick Actions: Start a contribution or transfer with a single click.
Data-driven decisions start here.

One of our clients recently shared why they chose Guardian for their Solo 401(k) management:"The reason why people don’t...
03/31/2026

One of our clients recently shared why they chose Guardian for their Solo 401(k) management:

"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."

For CPAs and RIAs, "friction" usually means lost billable hours and frustrated clients.

We love hearing that Guardian is solving that problem in the real world.

If you're looking for a Solo 401(k) solution that your clients will actually enjoy using (and that won't create a headache for your back office), it’s time to see what Guardian can do.

Did you know Lion auto-generates all 5 required IRS tax forms for SDIRA custodians?Form 1099-R. Form 1099-SA. Form 5498....
03/26/2026

Did you know Lion auto-generates all 5 required IRS tax forms for SDIRA custodians?

Form 1099-R. Form 1099-SA. Form 5498. Form 1099-Q. Form 945 and 945-A.
All of them — automatically, with full audit trails, ready to e-file or print.

No manual data entry. No missed deadlines. No audit surprises. Just clean, compliant filings every year.

Schedule a demo at sepirak.com

Tired of the "Where is that form?" scavenger hunt? Managing a solo 401(K) shouldn't feel like a second job. That’s why ...
03/24/2026

Tired of the "Where is that form?" scavenger hunt?

Managing a solo 401(K) shouldn't feel like a second job.

That’s why the Guardian platform is designed to be the only dashboard needed for solo 401(k) management. It gives your clients the tools they need to succeed with a specialized retirement plan.

Instead of jumping between different sites and logins, your clients can handle it all in one spot:

- Track every transaction in real-time.

- Manage loans directly against their 401(k).

- Execute Roth conversions and distributions seamlessly.

- Update beneficiaries and handle reconciliation without the paperwork headache.

Everything your clients need, all in one place. It simplifies their life and makes your tax season significantly smoother.

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1111B S. Governors Avenue #7689
Dover, DE
19904

Telephone

+13029475447

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