Sepirak

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

Heading to the RITA Fall Conference in New Orleans? Connect with SEPira(k)!We’re excited to share that Sepirak will be e...
10/13/2026

Heading to the RITA Fall Conference in New Orleans? Connect with SEPira(k)!
We’re excited to share that Sepirak will be exhibiting and speaking at the upcoming Retirement Industry Trust Association (RITA) Fall Conference in New Orleans (October 28–29, 2026)!
Don't Miss Our Talk:
AI in the workplace
Learn where AI is already useful in custodian operations, and where it still needs a person to check the work.

Come to our Table:
Stop by our table to meet our founders, see how our software automates compliance. Why self-directed alternative assets break a general trust GL and how to solve it with purpose-built infrastructure. Managing self-directed IRAs, Solo 401(k)s, and alternative assets shouldn't require messy spreadsheet workarounds or endless manual audit prep.
Let us show you how to scale your alternative asset administration without expanding headcount.
Learn more & schedule a time to meet: https://www.sepirak.com/rita

Stop paying a tax on your own growth. Most trust accounting software relies on "per-asset" pricing. The more assets you ...
10/07/2026

Stop paying a tax on your own growth.

Most trust accounting software relies on "per-asset" pricing. The more assets you manage, the more you pay, effectively punishing you for scaling your business and eating directly into your profit margins.

Your software should support your growth, not siphon off its rewards.

Lion’s pricing model is engineered so that as your Assets Under Management (AUM) increases, your cost per asset drops, meaning your margins actually expand as you grow.
Keep more of what you earn. Scale with software that works for your bottom line, not against it.
Learn how Lion's pricing compares and set up a demo today!

Every CPA knows the dread of opening a client’s "Solo 401(k) tracking spreadsheet". Uncoded distributions. Missing numbe...
10/01/2026

Every CPA knows the dread of opening a client’s "Solo 401(k) tracking spreadsheet".

Uncoded distributions. Missing numbers. Zero audit trail.

Here is how Guardian gives tax professionals their time back at year-end

Client Self-Service: Guardian gives your self-employed clients a simple, unified dashboard to manage their own contributions, transfers, and expenses. They get full control without bugging you for every move.

Automated Tax Season Relief:

•Proper IRS reason codes are tagged automatically on every distribution.

•1099-R tax form generation inside the portal.

No manual prep required.

Stop burning late nights fixing client recordkeeping errors.

Recommend Guardian to give your clients guardrails and give yourself a faster, smoother tax season.

Schedule a demo to see the portal in action.

You have the accounts, but do you have the platform to manage their complexity? For too long, Self-Directed IRA administ...
09/23/2026

You have the accounts, but do you have the platform to manage their complexity?

For too long, Self-Directed IRA administrators have struggled with fragmented, ancient software. Lion is the missing piece.

It’s intuitive software built specifically for SDIRA, so you can manage more accounts and focus on growth, not fixing software gaps.

See how Lion completes your operation.

The Guardian Solo 401(k) platform lets you sell directly to clients, set your own pricing, and keep most of the annual f...
09/15/2026

The Guardian Solo 401(k) platform lets you sell directly to clients, set your own pricing, and keep most of the annual fees, unlocking compounding revenue as you grow.

But the growth doesn’t have to mean more work.

Since Guardian handles the heavy lifting, you can scale your client base and grow your firm without the usual year-end overwhelm.

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.

Address

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

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