
Ideal for non-profits with up to 100 employees
SIMPLE IRA
A low-cost, tax-advantaged plan that allows both employers and employees to contribute. It's easy to set up and helps you stay compliant with minimal effort.
- No complex rules or IRS filings
- Immediate vesting for employees
- Flexible contribution options
Retirement plans made easy and affordable — meet WealthRabbit.
Low cost
WealthRabbit’s SIMPLE IRA is built for non-profits — affordable and easier to manage than a traditional 401(k). You get the benefits without the price tag.
Quick & easy setup
With WealthRabbit, everything is online — from onboarding to ongoing management. Setup takes just minutes with no printing, mailing, or scanning involved.
Less admin work
WealthRabbit simplifies retirement planning from start to finish. Manage everything online — no extra staff needed. You focus on growing your organization.
Everything you need to manage SIMPLE IRAs with ease
- Self-onboardingEmployers and employees sign up on their own—retirement plans are up and running in just a few clicks.
- Seamless payroll integration WealthRabbit seamlessly connects with your payroll system to ensure accurate and timely contributions for every employee.
- Streamlined plan rolloversEasily transfer funds from your existing retirement plan into WealthRabbit—no hassle, no delays.
- Automated contributions Enjoy a hands-off approach to retirement savings. Set up automatic deposits so your team never misses a contribution.

Simple, low-cost plans made for non-profits
For businesses
SIMPLE IRA
$29 /month*
+ $4 monthly per employee
Ideal for small businesses looking for an easy-to-manage retirement plan with employee contributions.
- Full digital setup
- Payroll integration
- Fund transfers from existing retirement plans
- Full digital setup
- Payroll integration
- Fund transfers from existing retirement plans
*For employees and individuals, a $10 one-time custodian fee and tiered monthly asset management fees (detailed below) apply.
Trusted by Businesses,
Accountants & Individuals
Small business owners, freelancers, and CPAs across the country rely on
WealthRabbit for their team's retirement future.
Frequently asked questions
Yes! Most retirement accounts, including 401(k)s and IRAs, can be rolled over into your WealthRabbit account.Learn more
Just basic business details, your EIN, and employee information. Setup takes only a few minutes. Get started
SIMPLE IRAs are easier to manage, have lower costs, and fewer IRS filing requirements—ideal for non-profit organizations. Learn more
With WealthRabbit, setup takes just a few minutes. Employees can self-onboard, and automated tools handle ongoing contributions and compliance.



