Setup and administration
- Fully digital setup
All paperwork is completed online—clients can e-sign documents and onboard in minutes. No printing or mailing required.
- Employee & employer portals
Manage contributions and investments anytime, anywhere—whether you're on your computer or mobile device.
- Team management
Customize access levels for every member of your team for added security and efficiency. Assign team managers to assist with onboarding.
- Employee bulk upload
Add multiple employees to your retirement plan at once—saving you time and reducing the risk of manual data entry errors.
- Seamless payroll integration
WealthRabbit seamlessly connects with your payroll system to ensure accurate and timely contributions for every employee.
- Streamlined plan rollovers
Easily transfer funds from your existing retirement plan into WealthRabbit—no hassle, no delays.
Investment management
- Automated contributions
Enjoy a hands-off approach to retirement savings when you use our payroll integration. Set up automatic deposits easily.
- Automatic rebalance
Keeps each employee’s investment portfolio on track. It regularly adjusts their account to stay aligned with their goals.
- Personalized investment portfolio
During onboarding, employees take a risk assessment quiz to build a personalized investment portfolio based on their retirement goals.
- Self-service tools
Put financial control in your employees’ hands. Employees can easily manage their retirement accounts—update contribution.
- Fiduciary-backed plans
WealthRabbit is backed by licensed fiduciaries who are legally and ethically required to act in your best interest.
- Contribution bulk upload
Easily upload a spreadsheet with all your employee contributions at once — no need to enter them one by one. Save time and cut down on errors.
Security and convenience
- Two-factor authentication
We prioritize your privacy. Two-factor authentication and industry-standard protections keep your data and account secure.
- Alerts & notifications
Receive timely reminders for contribution deadlines, account changes, and important milestones. Stay on top of your retirement.
- Dedicated support
Our expert team is here when you need us. Plus, our platform is packed with blogs, self-help articles, videos, and tips to help you make the most.
- Compliance assist
Helps ensure your plan stays aligned with current regulations—automatically adjusting to new requirements and handling key tasks.
- Transparent pricing
No hidden fees. No surprises. With WealthRabbit, you get a predictable, flat-rate monthly cost that scales with your business, so you can budget.
- Smart mobile app
Access and manage your plan from your phone—wherever and whenever you need to.
Retirement planning that supports your success
Join hundreds of small businesses and individuals building real financial security with
WealthRabbit - fully digital, fully automated, fully yours.