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Our SIMPLE (Savings Incentive Match Plan for Employees) is available to both employers and employees offering a more secure retirement and generous tax advantages. This retirement plan is geared to small businesses with 100 employees or less and is exactly what it sounds like — simple.

  • Available to any small business — generally with 100 or fewer employees
  • Gain the respect of your employees
    • Employees have the option to make self-contributions
    • Help employees reach their retirement savings goals
    • Employee always has complete ownership of all SIMPLE IRA money
  • Earns a competitive interest rate
  • Employer must not have any other retirement plan
  • Minimal paperwork necessary; no filing requirements
  • Inexpensive to set up and operate
  • Lower contribution limits than some other retirement options
  • Employees share responsibility of growing their retirement
  • No minimum deposit to open