Empower Your TPA Business with
Cutting-Edge Solutions

Empower Your TPA Business with
Cutting-Edge Solutions

Revolutionize Your Self-Directed Retirement Plan Offerings

Revolutionize Your Self-Directed Retirement Plan Offerings

Unlock unprecedented growth and efficiency for your Third Party Administrator business. Our suite of solutions, including the Guardian Solo 401(k) platform and Lion Trust Accounting, is designed to elevate your service offerings and streamline your operations.

Unlock unprecedented growth and efficiency for your Third Party Administrator business. Our suite of solutions, including the Guardian Solo 401(k) platform and Lion Trust Accounting, is designed to elevate your service offerings and streamline your operations.

Schedule a Demo

Schedule a Demo

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

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 Guardian Solo 401(k) platform has allowed us to offer a unique product in the marketplace, significantly boosting our revenue and client satisfaction.

TPA Testimonial Placeholder

Elevate Your IRA Management Services with Lion trust Accounting

Streamline your IRA administration with a solution designed for the complexities of self-directed IRA accounts.

Efficiency Boost

Increase account management capacity

Streamline workflows for faster processing

Reduce administrative overhead

Trustee Collaboration

Grant access to trustees for spot checks and reporting

Maintain accountability and transparency

Strengthen relationships with custodial partners

Comprehensive Reporting

Generate detailed reports at the click of a button

Simplify audits and regulatory compliance

Provide enhanced visibility to your clients

Lion Trust Accounting empowers you to manage more accounts with greater accuracy and less effort.

Lion Trust Accounting empowers you to manage more accounts with greater accuracy and less effort.

Lion Trust Accounting empowers you to manage more accounts with greater accuracy and less effort.

Integrated Solutions

Seamless Experience Across Platforms

Provide a cohesive service offering that covers both Solo 401(k) and IRA needs.

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

Offer your clients a comprehensive retirement solution suite under your brand, enhancing loyalty and retention.

Integrated Solutions

Seamless Experience Across Platforms

Provide a cohesive service offering that covers both Solo 401(k) and IRA needs.

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

Offer your clients a comprehensive retirement solution suite under your brand, enhancing loyalty and retention.

Integrated Solutions

Seamless Experience Across Platforms

Provide a cohesive service offering that covers both Solo 401(k) and IRA needs.

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

Offer your clients a comprehensive retirement solution suite under your brand, enhancing loyalty and retention.

Compliance and Security

Stay Ahead of Regulatory Requirements

Our pricing model is designed to support your growth:

Predictable costs as you scale your operations

No surprises or hidden fees

Align your revenue growth with manageable expenses

With Lion, you can forecast your technology costs accurately as you expand your business.

Compliance and Security

Stay Ahead of Regulatory Requirements

Our pricing model is designed to support your growth:

Predictable costs as you scale your operations

No surprises or hidden fees

Align your revenue growth with manageable expenses

With Lion, you can forecast your technology costs accurately as you expand your business.

Compliance and Security

Stay Ahead of Regulatory Requirements

Our pricing model is designed to support your growth:

Predictable costs as you scale your operations

No surprises or hidden fees

Align your revenue growth with manageable expenses

With Lion, you can forecast your technology costs accurately as you expand your business.

Comprehensive Training and Support

Comprehensive Backing for Your Success

We're committed to your growth and success.

Dedicated account management

Technical support for you and your clients

Ongoing training and education opportunities

CE credit options for 401(k) rules and regulations

The level of support we receive is unparalleled. It's like having an expert team extension of our own staff.

Comprehensive Training and Support

Comprehensive Backing for Your Success

We're committed to your growth and success.

Dedicated account management

Technical support for you and your clients

Ongoing training and education opportunities

CE credit options for 401(k) rules and regulations

The level of support we receive is unparalleled. It's like having an expert team extension of our own staff.

Comprehensive Training and Support

Comprehensive Backing for Your Success

We're committed to your growth and success.

Dedicated account management

Technical support for you and your clients

Ongoing training and education opportunities

CE credit options for 401(k) rules and regulations

The level of support we receive is unparalleled. It's like having an expert team extension of our own staff.

Growth Potential

Unlock New Revenue Streams

Expand your service offerings and increase your bottom line.

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

TPAs using our solutions have reported significant business growth and increased client satisfaction.

Growth Potential

Unlock New Revenue Streams

Expand your service offerings and increase your bottom line.

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

TPAs using our solutions have reported significant business growth and increased client satisfaction.

Growth Potential

Unlock New Revenue Streams

Expand your service offerings and increase your bottom line.

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

TPAs using our solutions have reported significant business growth and increased client satisfaction.

The Clear Advantage for Forward-Thinking TPAs

Unique Offering:

Provide record-keeping solutions never before available in the marketplace

Unique Offering:

Provide record-keeping solutions never before available in the marketplace

Unique Offering:

Provide record-keeping solutions never before available in the marketplace

Revenue Growth:

Benefit from a compounding revenue model

Revenue Growth:

Benefit from a compounding revenue model

Revenue Growth:

Benefit from a compounding revenue model

Effortless Compliance:

Stay ahead of regulatory changes automatically

Effortless Compliance:

Stay ahead of regulatory changes automatically

Effortless Compliance:

Stay ahead of regulatory changes automatically

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

Increased Efficiency:

Manage more accounts with existing resources

Increased Efficiency:

Manage more accounts with existing resources

Increased Efficiency:

Manage more accounts with existing resources

Comprehensive Support:

Receive ongoing training and dedicated assistance

Comprehensive Support:

Receive ongoing training and dedicated assistance

Comprehensive Support:

Receive ongoing training and dedicated assistance

Integrated Platforms:

Offer a seamless experience across Solo 401(k) and IRA products

Integrated Platforms:

Offer a seamless experience across Solo 401(k) and IRA products

Integrated Platforms:

Offer a seamless experience across Solo 401(k) and IRA products

Enhanced Client Satisfaction:

Provide top-tier solutions that meet diverse needs

Enhanced Client Satisfaction:

Provide top-tier solutions that meet diverse needs

Enhanced Client Satisfaction:

Provide top-tier solutions that meet diverse needs

Ready to revolutionize your TPA business?

Schedule a Demo

Schedule a Demo

Schedule a Demo

Speak with Our TPA Specialist

Speak with Our TPA Specialist

Speak with Our TPA Specialist

Discover how our integrated solutions can transform your service offerings, increase your revenue, and set you apart in the self-directed retirement plan market.