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.
- Your business must have no more than 100 employees who earned $5,000 or more during the preceding calendar year.
- 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