Full-service solution: Retirement benefits made simple
Managing retirement benefits can be complex and time-consuming, especially for growing businesses like yours. Why not leave it to the experts?
Our Full-Service SIMPLE IRA solution is designed specifically for businesses like yours.
Setting up and managing a SIMPLE IRA takes time. Let our experts handle setup, compliance, and ongoing management—so you don’t have to.
Simply Sign Up and choose our Full-Service option. Our experts will take care of everything from there.
What's included in our full-service solution
Our Full-Service program takes the stress out of managing retirement benefits for your small business. Here’s what you’ll get:
Account Setup
- SIMPLE IRA Plan Set-Up
- Plan Rollover Options
- Employee Onboarding
Fund Management
- Diversified Investment Options
- Investment Assistance
- Fund Rebalancing
Contribution Management
- Manage Contributions
- Payroll Integration
- Contribution Autopilot
Investment Insights
- Intuitive Dashboard
- Real-time Reports
- Employee Portal
Business details
- Business name, address, and industry
- Business structure (corporation, LLC, partnership, etc.)
Authorized signer's information
- Full legal name
- Title or role within the business
- Contact information (email, phone and mailing address)
- Identification document details
Beneficial owner and entity officer details
- Full legal names of all beneficial owners and entity officers
- Title or role within the business
- Contact information (email, phone and mailing address)
Business payroll bank account details
- Bank account details from which the contribution to be processed
Articles of incorporation/operating agreement
- A copy of the company's Articles of Incorporation or Operating Agreement
Retirement planning that supports your success
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