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!
Company Details
- Employees
- 7
- Address
- Dover, De 19901, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.SEPirak.com
- Keywords
- Self-Directed Solo 401(k) Plans.
- HQ
- Dover, DE
Sepira(K) Questions
Sepira(K)'s website is https://www.SEPirak.com
Sepira(K)'s LinkedIn profile is https://www.linkedin.com/company/sepirak
Sepira(K) has
7 employees.
View email and phone details for 7
employees at Sepira(K).
Sepira(K)'s industry is
Financial Services
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Sepira(K)'s categories are Financial Services
