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Strengthen your mission and support your team

Affordable and easy-to-manage retirement plans made for non-profits.

How retirement plans can help
non-profits thrive

Retirement plans do more than help employees save—they
help organizations grow.

  • Attract and retain top talent
  • Support your employees' financial well-being
  • Boost team morale and productivity
  • Stand out in a competitive market
How retirement plans can help non-profits thrive

Meet WealthRabbit—your partner in retirement planning

WealthRabbit offers smart, easy-to-manage retirement plans designed to align with your mission—and your budget.

SIMPLE IRA

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

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

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

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.

View full list of features

Set Up & Manage Your SIMPLE IRA—The Easy Way

Set up your retirement plan in no time with WealthRabbit

STEP 1

Step 1 icon

Open your IRA in minutes, 100% digital.

STEP 2

Step 2 icon

Invite employees to join the your retirement.

STEP 3

Step 3 icon

Easily schedule and manage your employee 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.