Empower Your Provider Practice with Lion and Guardian Solo 401(k)

Revolutionize Retirement Solution Offerings for Solo 401(k) and IRAs Like no Other

Transform your Provider services with cutting-edge Lion Trust Accounting and Guardian Solo 401(k) platforms. Offer unparalleled diversification opportunities and streamlined management for self-directed retirement plans, setting yourself apart in the marketplace.

Discover the Guardian Advantage

Comprehensive Retirement Solutions

Elevate Your Offerings with Lion and Guardian

Provide your clients with access to a wide range of alternative assets:

Traditional, Roth, SEP, and SIMPLE IRAs through Lion Trust Accounting

Solo 401(k) plans through Guardian Solo 401(k)

Seamless integration of alternative assets in both platforms

Customized solutions for self-employed individuals and small business owners

Offer your clients the flexibility to truly diversify their retirement portfolios beyond traditional stocks, bonds, and mutual funds.

Comprehensive Retirement Solutions

Elevate Your Offerings with Lion and Guardian

Provide your clients with access to a wide range of alternative assets:

Traditional, Roth, SEP, and SIMPLE IRAs through Lion Trust Accounting

Solo 401(k) plans through Guardian Solo 401(k)

Seamless integration of alternative assets in both platforms

Customized solutions for self-employed individuals and small business owners

Offer your clients the flexibility to truly diversify their retirement portfolios beyond traditional stocks, bonds, and mutual funds.

Guardian Solo 401(k) Platform

Transform Your Solo 401(k) Business

Offer a state-of-the-art Solo 401(k) solution that sets you apart in the market.

Revenue Share Model

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

Boost your revenue with a compounding income stream as you onboard more clients to the Guardian Solo 401(k) platform.

Guardian Solo 401(k) Platform

Transform Your Solo 401(k) Business

Offer a state-of-the-art Solo 401(k) solution that sets you apart in the market.

Revenue Share Model

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

Boost your revenue with a compounding income stream as you onboard more clients to the Guardian Solo 401(k) platform.

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

IRS Document Support

Generate 1099-R and 5500-EZ forms at no additional charge

Simplify compliance for your clients

Pioneer the Future of Solo 401(k) Management

Guardian Solo 401(k) Platform offers unprecedented recordkeeping capabilities, revolutionizing the self-directed retirement industry:

Industry-First Solution

As the only dedicated recordkeeping system for Solo 401(k) plans, Guardian sets a new standard in the market.

Industry-First Solution

As the only dedicated recordkeeping system for Solo 401(k) plans, Guardian sets a new standard in the market.

Compliance Assurance

Prevent common pitfalls like co-mingled funds, inaccurate Roth basis tracking, and missed 5500-EZ filings.

Compliance Assurance

Prevent common pitfalls like co-mingled funds, inaccurate Roth basis tracking, and missed 5500-EZ filings.

Comprehensive Fund Tracking

Monitor all fund sources including After Tax, Match, Profit Sharing, Pre-tax Deferrals, Roth, and Rollovers.

Comprehensive Fund Tracking

Monitor all fund sources including After Tax, Match, Profit Sharing, Pre-tax Deferrals, Roth, and Rollovers.

Automated Reporting

Generate 1099-R and 5500-EZ forms effortlessly, ensuring IRS compliance.

Automated Reporting

Generate 1099-R and 5500-EZ forms effortlessly, ensuring IRS compliance.

Transaction Reconciliation

Easily record and reconcile all plan activities, with integrated document storage for complete audit trails.

Transaction Reconciliation

Easily record and reconcile all plan activities, with integrated document storage for complete audit trails.

User-Friendly Interface

Empower plan owners, administrators, and participants with intuitive access to vital plan information.

User-Friendly Interface

Empower plan owners, administrators, and participants with intuitive access to vital plan information.

Visual Data Representation

Utilize dynamic charts and graphs for clear performance visualization.

Visual Data Representation

Utilize dynamic charts and graphs for clear performance visualization.

Alternative Asset Integration

Seamlessly manage and track diverse alternative investments, from real estate to private placements.

Alternative Asset Integration

Seamlessly manage and track diverse alternative investments, from real estate to private placements.

Instant Roth Conversions

Perform Roth conversions in seconds, not weeks, revolutionizing plan management.

Instant Roth Conversions

Perform Roth conversions in seconds, not weeks, revolutionizing plan management.

Don't let your clients fall behind. Guardian Solo 401(k)'s recordkeeping capabilities ensure your clients' retirement plans remain compliant, optimized, and poised for growth in the evolving landscape of self-directed investments.

Lion Trust Accounting

Streamline IRA Management

Offer comprehensive IRA solutions with Lion Trust Accounting:

Support for Traditional, Roth, SEP, and SIMPLE IRAs

Seamless integration of alternative assets

Robust reporting and compliance features

Streamlined administrative processes

Lion Trust Accounting empowers you to manage diverse IRA portfolios efficiently, attracting high net worth clients seeking sophisticated retirement solutions.

Lion Trust Accounting

Streamline IRA Management

Offer comprehensive IRA solutions with Lion Trust Accounting:

Support for Traditional, Roth, SEP, and SIMPLE IRAs

Seamless integration of alternative assets

Robust reporting and compliance features

Streamlined administrative processes

Lion Trust Accounting empowers you to manage diverse IRA portfolios efficiently, attracting high net worth clients seeking sophisticated retirement solutions.

Lion Trust Accounting

Streamline IRA Management

Offer comprehensive IRA solutions with Lion Trust Accounting:

Support for Traditional, Roth, SEP, and SIMPLE IRAs

Seamless integration of alternative assets

Robust reporting and compliance features

Streamlined administrative processes

Lion Trust Accounting empowers you to manage diverse IRA portfolios efficiently, attracting high net worth clients seeking sophisticated retirement solutions.

Alternative Asset Integration

Expand Investment Horizons

Provide your clients with access to a wide range of alternative assets:

Real estate investments

Private equity

Secured and unsecured loans

Cryptocurrency

Precious metals

And more, all allowed by IRS regulations

Set yourself apart by offering truly diversified portfolios that cater to sophisticated investors looking beyond traditional investment options.

Compliance and Reporting Made Easy

Stay Ahead of Regulatory Requirements

Benefit from robust compliance and reporting features in both platforms:

Comprehensive audit trails

Detailed reporting for regulators and auditors

Automatic updates reflecting changing regulations

Simplified IRS form generation (1099-R and 5500-EZ)

Minimize compliance risks and streamline reporting. Our solutions keep you ahead of regulatory requirements, saving you time and reducing potential liabilities.

Compliance and Reporting Made Easy

Stay Ahead of Regulatory Requirements

Benefit from robust compliance and reporting features in both platforms:

Comprehensive audit trails

Detailed reporting for regulators and auditors

Automatic updates reflecting changing regulations

Simplified IRS form generation (1099-R and 5500-EZ)

Minimize compliance risks and streamline reporting. Our solutions keep you ahead of regulatory requirements, saving you time and reducing potential liabilities.

Compliance and Reporting Made Easy

Stay Ahead of Regulatory Requirements

Benefit from robust compliance and reporting features in both platforms:

Comprehensive audit trails

Detailed reporting for regulators and auditors

Automatic updates reflecting changing regulations

Simplified IRS form generation (1099-R and 5500-EZ)

Minimize compliance risks and streamline reporting. Our solutions keep you ahead of regulatory requirements, saving you time and reducing potential liabilities.

Expertise Enhancement

Elevate Your Professional Standing

Access specialized training and earn CE credits:

IRS-focused training on Solo 401(k) and IRA plans

Ongoing technical support for both platforms

Expert assistance with IRS rules and regulations

Option for CE credits to maintain your professional certifications

Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.

Expertise Enhancement

Elevate Your Professional Standing

Access specialized training and earn CE credits:

IRS-focused training on Solo 401(k) and IRA plans

Ongoing technical support for both platforms

Expert assistance with IRS rules and regulations

Option for CE credits to maintain your professional certifications

Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.

Expertise Enhancement

Elevate Your Professional Standing

Access specialized training and earn CE credits:

IRS-focused training on Solo 401(k) and IRA plans

Ongoing technical support for both platforms

Expert assistance with IRS rules and regulations

Option for CE credits to maintain your professional certifications

Stay at the forefront of self-directed retirement solutions. Our training ensures you're always equipped to provide expert guidance to your clients.

Client-Centric Approach

Strengthen Client Relationships

Leverage our platforms to provide superior, personalized service:

Offer unique, comprehensive retirement solutions

Provide clients with greater control over their investments

Deliver regular, detailed reporting on alternative assets

Demonstrate your commitment to innovative wealth management strategies

By offering Lion and Guardian Solo 401(k) solutions, you position yourself as an innovative provider capable of meeting the diverse needs of high-net-worth clients and self-employed individuals.

Client-Centric Approach

Strengthen Client Relationships

Leverage our platforms to provide superior, personalized service:

Offer unique, comprehensive retirement solutions

Provide clients with greater control over their investments

Deliver regular, detailed reporting on alternative assets

Demonstrate your commitment to innovative wealth management strategies

By offering Lion and Guardian Solo 401(k) solutions, you position yourself as an innovative provider capable of meeting the diverse needs of high-net-worth clients and self-employed individuals.

Client-Centric Approach

Strengthen Client Relationships

Leverage our platforms to provide superior, personalized service:

Offer unique, comprehensive retirement solutions

Provide clients with greater control over their investments

Deliver regular, detailed reporting on alternative assets

Demonstrate your commitment to innovative wealth management strategies

By offering Lion and Guardian Solo 401(k) solutions, you position yourself as an innovative provider capable of meeting the diverse needs of high-net-worth clients and self-employed individuals.

Streamlined Setup and Management

Simplify Administrative Processes

Benefit from user-friendly features designed to save you time:

Guided setup process for new accounts

Automated Know Your Customer (KYC) checks

Assistance with obtaining Employer Identification Numbers (EINs)

Intuitive dashboards for account management and oversight

Focus on growing your business while our platforms handle the heavy lifting of account setup and administration.

Streamlined Setup and Management

Simplify Administrative Processes

Benefit from user-friendly features designed to save you time:

Guided setup process for new accounts

Automated Know Your Customer (KYC) checks

Assistance with obtaining Employer Identification Numbers (EINs)

Intuitive dashboards for account management and oversight

Focus on growing your business while our platforms handle the heavy lifting of account setup and administration.

Streamlined Setup and Management

Simplify Administrative Processes

Benefit from user-friendly features designed to save you time:

Guided setup process for new accounts

Automated Know Your Customer (KYC) checks

Assistance with obtaining Employer Identification Numbers (EINs)

Intuitive dashboards for account management and oversight

Focus on growing your business while our platforms handle the heavy lifting of account setup and administration.

Attract and Retain High-Value Clients

Grow Your Practice with Innovative Solutions

Expand your client base and increase assets under management:

Attract high-net-worth clients seeking alternative investment options

Retain existing clients by offering unique retirement solutions

Differentiate your practice in a competitive market

Enhance client "stickiness" with comprehensive wealth management tools

Our solutions help you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.

Attract and Retain High-Value Clients

Grow Your Practice with Innovative Solutions

Expand your client base and increase assets under management:

Attract high-net-worth clients seeking alternative investment options

Retain existing clients by offering unique retirement solutions

Differentiate your practice in a competitive market

Enhance client "stickiness" with comprehensive wealth management tools

Our solutions help you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.

Attract and Retain High-Value Clients

Grow Your Practice with Innovative Solutions

Expand your client base and increase assets under management:

Attract high-net-worth clients seeking alternative investment options

Retain existing clients by offering unique retirement solutions

Differentiate your practice in a competitive market

Enhance client "stickiness" with comprehensive wealth management tools

Our solutions help you stand out in the marketplace, attracting and retaining sophisticated investors looking for true portfolio diversification.

Why Choose Guardian Solo 401(k)

Comprehensive Solutions:

Offer both IRA and Solo 401(k) options

Comprehensive Solutions:

Offer both IRA and Solo 401(k) options

Comprehensive Solutions:

Offer both IRA and Solo 401(k) options

Alternative Asset Integration:

Provide access to a wide range of investment options

Alternative Asset Integration:

Provide access to a wide range of investment options

Alternative Asset Integration:

Provide access to a wide range of investment options

Revenue Growth:

Benefit from a compounding revenue model (Guardian Solo 401(k))

Revenue Growth:

Benefit from a compounding revenue model (Guardian Solo 401(k))

Revenue Growth:

Benefit from a compounding revenue model (Guardian Solo 401(k))

White-Label Branding:

Offer premium solutions under your own brand

White-Label Branding:

Offer premium solutions under your own brand

White-Label Branding:

Offer premium solutions under your own brand

Simplified Compliance:

Stay ahead of regulatory requirements effortlessly

Simplified Compliance:

Stay ahead of regulatory requirements effortlessly

Simplified Compliance:

Stay ahead of regulatory requirements effortlessly

Expertise Enhancement:

Access specialized training and CE credits

Expertise Enhancement:

Access specialized training and CE credits

Expertise Enhancement:

Access specialized training and CE credits

Streamlined Administration:

Save time with user-friendly setup and management tools

Streamlined Administration:

Save time with user-friendly setup and management tools

Streamlined Administration:

Save time with user-friendly setup and management tools

Client Satisfaction:

Provide innovative, personalized retirement solutions

Client Satisfaction:

Provide innovative, personalized retirement solutions

Client Satisfaction:

Provide innovative, personalized retirement solutions

Ready to revolutionize your Provider practice?

Schedule a Demo with Specialist

Discover how Lion Trust Accounting and Guardian Solo 401(k) can transform your service offerings, increase your revenue, and position you as a leader in self-directed retirement solutions.