WealthRabbit
product tour
See how our WealthRabbit streamlines every step of your IRA setup and administration.
SIMPLE - Employer onboarding
Welcome to WealthRabbit!
Setting up a retirement plan for your business? We've got you covered. Take a quick tour to see how WealthRabbit makes SIMPLE IRA management a breeze—from setup to contributions and beyond.
Hassle-free setup
No need to navigate complicated retirement plan rules. Follow a simple step-by-step process designed to keep you compliant while saving time.
Secure E-signatures
Skip the paperwork chaos! Invite authorized signers to review and E-sign agreements in a secure portal—quick, easy, and compliant. Everything is done digitally.
Effortless employee invitations
Invite your employees to enroll with ease. They’ll get access to their own secure portal to provide their details and manage their accounts.
Seamless payroll integration
Connect your payroll provider to WealthRabbit and instantly sync employee details and contribution data. This eliminates manual entry, keeps records accurate, and ensures contributions are always up to date.
Your all-in-one dashboard
Track contributions, monitor employee enrollment, and manage everything from one intuitive dashboard—no more jumping between platforms!
Accountant Onboarding
Welcome to WealthRabbit
See how how WealthRabbit simplifies the entire process of managing retirement plans, from setup to contributions.
Flexible client onboarding
Client onboarding is just as flexible. You can set up retirement plans yourself, invite clients to handle their onboarding independently, or assign a team member to take care of the process on your behalf.
Seamless team management
Easily add and invite team members to your WealthRabbit account. Assign role-based access to ensure everyone has the right level of control, keeping workflows organized and secure.
Intuitive dashboard
Gain complete visibility into every client’s retirement plan, contributions, and overall activity. No more digging through spreadsheets or juggling multiple platforms—everything you need is in one place.
Billing options that work for your firm
Billing is just as seamless, with multiple payment options designed to match your firm’s needs. You can opt for a revenue-sharing model based on your business needs.
Individual onboarding
Select the IRA that best suits your needs
WealthRabbit offers two IRA options to help you save for retirement. Traditional IRA (Lower your taxable income now and pay taxes when you withdraw later) and Roth IRA (Pay taxes now and enjoy tax-free withdrawals later). Choose the one that works best for you or opt for both!
Hassle-free setup
No need to deal with complex paperworks or complicated forms. Just follow the few simple steps to set up your IRA in no time.
Professionally managed portfolio
Based on your risk tolerance, we’ve recommended a portfolio that aligns with your investment goals. You can review your recommended portfolio or select another one that better suits your preferences.
Insightful dashboard
Easily track your IRA balance, recent contributions, fund details, and notifications—all in one simple, intuitive dashboard.
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.