Affordable. Easy. Headache-Free
In other words, SIMPLE.
401(k) | SIMPLE IRA | STARTER 401(k)
SIMPLE IRA
A SIMPLE IRA plan has many of the features employers and employees are searching for in a retirement plan. It offers higher contribution limits than a traditional IRA and offers a company matching contribution. Designed for companies with less than 100 employees, SIMPLE IRA’s have low administrative cost and time requirements so you can focus on your business!
Most employers only think of 401(K) when researching retirement options. A SIMPLE IRA plan was designed to allow both employers and employees to save at high levels, without the burden of complicated discrimination testing. SIMPLE IRA’s allow for individual contributions up to $14,000, with an additional contribution of $3,000 for those over 50.
Professionally Selected Funds
No Hidden Fees
Low-Cost Index Funds
A SIMPLE IRA is a low cost alternative to a 401(K) designed specifically for small businesses.
Want to learn more? Schedule a time with our Retirement Team!
IRA Disclosures