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SIMPLE IRA's

Thinking about a retirement plan? Here is a SIMPLE option.

A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers great advantages for businesses that meet two basic criteria.

  1. Your business must have no more than 100 employees who earned $5,000 or more during the preceding calendar year.
  2. Your business cannot currently have another retirement plan.

If you are among the thousands of business owners eligible for a SIMPLE IRA plan, a SIMPLE IRA plan provides you and your employees with an easy way to contribute toward retirement. 

  • It reduces taxes
  • Helps you attract and retain quality employees. 
  • Compared to other types of retirement plans, SIMPLE IRA plans offer lower start-up and annual costs.
  • In short, they are just simpler to operate.

What is unique about our offering.

In partnership with Capital Group, home of American Funds, we provide employers with a unique SIMPLE IRA platform that gives you and your employees the following benefits:

Click Here for our SIMPLE IRA Plan brochure 🡨 pending

Learn more about how SIMPLE IRA Plans can benefit both your company and your employees.

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