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.

  • Perfect for small businesses

    Available to any small business — generally with 100 or fewer employees.

  • Gain employee respect

    Instill employee faith in your company by helping them reach their retirement savings goals.

  • Competitive interest rate

    A great way to keep your competitive edge in recruitment and retention.

  • Little administrative burden

    Minimal paperwork necessary; no filing requirements.

  • Inexpensive to set up and operate

    This is a cost-effective solution for keeping your employees happy.

  • Flexibility in contributions

    Receive lower contribution limits than some other retirement options.

  • Shared employee responsibility for retirement

    Along with the option for self-contributions, Employee always has complete ownership of all SIMPLE IRA money.

  • No minimum deposit to open

    Get savings from the start.

  • Disclaimers
  • Employer must not have any other retirement plan

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