At SEPira(k), we're pioneering the future of retirement planning with our innovative and self-administered recordkeeping platform, tailor-made for solo entrepreneurs, freelancers, and small businesses. With over a century of combined experience in retirement plan consulting and technology solutions, we're on a mission to navigate individuals through the intricate world of retirement plans and IRS compliance.

Specialties:

Self-Directed Solo 401(k) Plans
Retirement Plan Consulting
Compliance & Recordkeeping Tools
Alternative Investment Options
Tax-Advantaged Retirement Solutions

Our Offering:
We provide a low-cost, flexible solution, giving access to a diverse range of investments including mutual funds, real estate, private placements, and more. From plan establishment to ongoing maintenance, our platform is accessible to all, ensuring tax-efficient wealth building.

Values:
Security: Safeguarding your data and investments
Education: Empowering through knowledge
Integrity: Upholding transparency and honesty
Service: Prioritizing your needs
Pioneering: Leading in innovation
Fun: Cultivating a joyful experience

Target Audience:
Direct to Consumer: Individual businesses, sole proprietors
Resellers: RIAs, CFPs, and Investment Advisors
White Label: Trust Companies, Banks, Credit Unions

🔗 Connect with us to explore our transformative solutions and start your journey to tax-efficient retirement planning!



FinTech

Investment Management

SEPira(k)

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