Sepirak

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

Are you running a Self-Directed IRA business, or running in circles fighting your software? If your team loses hours eve...
09/01/2026

Are you running a Self-Directed IRA business, or running in circles fighting your software?

If your team loses hours every week wrestling with clunky workarounds, manual data entry, and trust accounting systems built in the last decade, you’re paying a hidden tax on your growth.

The real cost isn't just software fees but the loss of productivity, burnout, compliance risks, and capped operational capacity. You didn't build your business to be a data janitor.

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

Lion Trust Accounting:
Seamless software integration designed for the SDIRA industry
Massive operational capacity boost without linear headcount costs
Automated workflows that eliminate manual data friction
Bank-grade compliance and peace of mind

Here’s your simple path forward: Stop settling for systems that slow you down, streamline your stack, and unlock true scalability.

Ready to integrate and innovate? Swipe through the deck above to see how we’re transforming trust accounting, or drop a comment/DM to start the conversation!

Give your clients the ultimate Solo 401(k) advantage. Managing a Solo 401(k) shouldn’t feel like a second job for your c...
08/27/2026

Give your clients the ultimate Solo 401(k) advantage.

Managing a Solo 401(k) shouldn’t feel like a second job for your clients. With Guardian, you can empower them to take control of their retirement accounts with absolute confidence.

Here is how Guardian sets your clients up for Solo 401(k) success:

Intuitive Dashboards: A single, clear view of their entire portfolio and account health.
Effortless Reconciliations: Streamlined tools that turn tedious math into a few simple clicks.
Centralized Storage: A secure home for all essential recordkeeping, keeping them organized year-round.
Bulletproof Audit Trails: Total transparency and tracking for every transaction, offering ultimate peace of mind.

By providing the right tools, you aren't just helping them save for retirement—you're giving them the capability to handle their recordkeeping flawlessly and confidently.

Ready to elevate your clients' Solo 401(k) experience? Let’s connect.
sepirak.com/guardian

Why are you still forcing alternative investments into the systems built for traditional stocks and bonds?When a platfor...
08/20/2026

Why are you still forcing alternative investments into the systems built for traditional stocks and bonds?

When a platform is built for alternatives, everything changes.
No more manual overrides.
No more fragmented data.

Just effortless management for:
Real estate rental income
Private placements
Secured & unsecured notes
Mineral rights
Any other IRS-allowed alternative asset

Give your team the system they actually deserve. Schedule a demo today!

The new, and vastly improved, way to handle Solo 401(k) records is here. Guardian gives you all the tools you need to ma...
08/13/2026

The new, and vastly improved, way to handle Solo 401(k) records is here.

Guardian gives you all the tools you need to maintain perfect records. Whether it’s transaction tracking, adding important records to document storage, completing Roth conversions in seconds, or generating that necessary 5500-EZ for those who hit that $250,000 mark.

Guardian simplifies the process from start to finish. Say goodbye to lost receipts, messy spreadsheets, and tax-season overwhelm.

Lion empowers self-directed portfolios by managing a wide array of alternative assets, including the acquisition and man...
07/30/2026

Lion empowers self-directed portfolios by managing a wide array of alternative assets, including the acquisition and management of rental income assets.

Lion expertly handles both secured and unsecured notes and facilitates the oversight of private placements and mineral rights.

Whatever your client's strategy is, Lion supports any alternative investment allowed by the IRS.

Lion wasn't just built; it was crafted by trustees and custodians who genuinely understand the self-directed space to solve the problems you faced with all the other trust accounting platforms that you have been forced to try and make work.

Guardian is the only solo 401(k) recordkeeping platform that offers comprehensive document storage, enabling your client...
07/22/2026

Guardian is the only solo 401(k) recordkeeping platform that offers comprehensive document storage, enabling your clients to securely house all critical records, such as deeds, contracts, receipts, and IRS forms.

This robust system maintains a complete, transparent audit trail for every asset, making it simple to meet any IRS auditor requirement.

Lion Trust Accounting is the tool you need to confidently navigate the SDIRA world, alleviating administrative burden an...
07/09/2026

Lion Trust Accounting is the tool you need to confidently navigate the SDIRA world, alleviating administrative burden and minimizing audit risk.

Every dollar has a story; make sure yours is told accurately. Tracking different contribution types, such as Roth and Pr...
06/26/2026

Every dollar has a story; make sure yours is told accurately.

Tracking different contribution types, such as Roth and Profit Sharing, can be a headache, but it’s the only way to prevent future tax liabilities.

Guardian makes it easy by helping you:

Precisely categorizing every dollar type.
Ensure data accuracy.
Protecting you from future tax surprises.
Secure your future with precision.

Trustees and Custodians, you know the importance of keeping a precise audit trail. The Lion platform displays up-to-date...
06/17/2026

Trustees and Custodians, you know the importance of keeping a precise audit trail.

The Lion platform displays up-to-date contribution limits and tracks requests, but it leaves the final reconciliation to you.

This "Intake-First" approach ensures that no money moves until you’ve verified the compliance trail, thereby protecting your firm from Section 4975 prohibited-transaction risks.

Automate what you can so you can focus on the tasks where your role really shines (and, of course, where your expertise is required for sign-off).

Trustees and Custodians: You know a precise audit trail isn't just a "nice-to-have".

It’s your shield.

While the Lion platform provides real-time contribution tracking and request monitoring, we intentionally leave the final reconciliation to you.

Our "Intake-First" approach ensures no capital moves until you’ve verified the compliance trail, protecting your firm from Section 4975 prohibited-transaction risks.

The Goal is to automate the busy work so you can focus on the high-stakes decisions that require your expert sign-off.

Why is the Guardian platform the gold standard for 401(k) management? Because "all-in-one" actually means all-in-one. Fr...
06/11/2026

Why is the Guardian platform the gold standard for 401(k) management?

Because "all-in-one" actually means all-in-one.

From tracking transactions and managing loans to Roth conversions and beneficiary updates—everything you need is in one spot.

No more fragmentation, just total control over your retirement records.

Address

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

Telephone

+13029475447

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