Retirement contributions: Automated. simplified
Now fully integrated with QuickBooks, ADP, Gusto, TaxBandits, Paychex, and Square Payroll!
With our payroll integration feature, contributions are automatically calculated and deducted from each paycheck—saving time, reducing errors, and keeping your retirement plans running smoothly so you can focus on growing your business.
Streamline employee onboarding
We automatically identify new hires and determine their eligibility, pre-filling key details to accelerate enrollment.
Automated
contributions
Enjoy fully hands-off automation. Retirement contributions flow automatically after each payroll—no uploads, no extra steps.
Seamlessly sync employee details
Any updates to contribution rates or employee details are handled for you, ensuring your retirement data stays current and compliant.
Set
contribution rules
Contribution rules can be set based on percentage or fixed amount for your SIMPLE or SEP IRA plans, with flexibility to fit your business needs.
Connecting your payroll: simple, smart, secure
- Connect your payroll providerIn just a few clicks, securely link your payroll account to WealthRabbit. Our intuitive setup guides you every step of the way.
- Auto-sync employee dataWe’ll automatically pull your employee roster, including names, roles, and payroll details.
- Automate contributions Once integrated, contributions are automatically calculated and processed with each pay run. This means consistent contributions—no manual steps required.
Don’t see your payroll provider?
We're constantly expanding our integrations. If your provider isn't listed yet, let us know—we'll explore a potential integration. Meanwhile, we offer manual contribution processing to keep your retirement plan running smoothly. Contact our team to discuss your options.
Smarter plan management, built for growth
Simplify retirement plan management with automated contributions, real-time tracking, and easy employee oversight.
No more manual data entry
Say goodbye to spreadsheets and repetitive entry. Employee info and pay details flow automatically into WealthRabbit.
Accurate limits
We apply the latest SIMPLE IRA contribution limits to ensure you’re always compliant.
Real-time alerts & notifications
Stay on top of your retirement with timely reminders for contribution deadlines, account changes, and important milestones.
Frequently asked questions
WealthRabbit and your payroll provider share employee details (like name, status, and salary) and retirement plan data (such as contributions and enrollment status) to manage retirement contributions accurately. This information flows securely between systems using encrypted connections to ensure payroll deductions and plan updates stay in sync.
If your integration stops working, don't worry—this is usually easy to fix. Contact WealthRabbit support, and we'll help you get back on track quickly.
If WealthRabbit doesn't currently integrate with your payroll provider, you can still use the platform by manually entering contribution and employee data. Looking for automation? Let us know your payroll provider—we're always working to expand our integrations, and your feedback helps us prioritize.
To enable Auto-Run contributions, first securely link your payroll account with WealthRabbit. Once your employees and payroll details are synced, turn on the Auto-Run contribution option. After that, WealthRabbit will automatically calculate and process retirement contributions for each eligible employee with every payroll run.
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.