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SIMPLE IRA

An easy plan for you and your small business

Invest in your team’s future with a SIMPLE IRA.

Make an investment in your hardworking employees – and a good show of faith in your company – with our SIMPLE (Savings Incentive Match Plan for Employees) IRA. Designed for small businesses with 100 employees or less, it’s exactly what it sounds like — simple. It's not only easy to set up and manage. It's an ideal way to help you and the people you value most reach your retirement savings goals.

Bonus: SIMPLE IRAs offer a solid rate, generous tax advantages and a built-in recruitment and retention tool.

  • Competitive interest rates
  • Minimal paperwork, no filing requirements
  • Flexibility in contributions
  • Shared responsibility for retirement

COMPETITIVE RATES & TAX BENEFITS

Contributions grow tax-deferred and tax-deductible

EASY TO OPEN & MANAGE

Minimal paperwork, no filing requirements

FLEXIBLE CONTRIBUTIONS

Allows for lower limits and self-contributions

SHARED RETIREMENT GOALS

Lets you share responsibility for your team’s retirement

Contribution limits subject to income limitations. Employer must not have any other retirement plan. Please reach out to your tax advisor for contribution limitations.

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