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Secure your employees’ future with
The power of SECURE 2.0 ACT

WealthRabbit makes it easier to take advantage of key SECURE 2.0 Act updates—giving you more control, more savings, and a brighter financial future.

How SECURE 2.0 makes saving with a SIMPLE IRA easier

SECURE 2.0 introduces powerful enhancements to SIMPLE IRAs, making retirement saving easier and more rewarding. With WealthRabbit, accessing these new features is fully automated—no stress, no hassle.

Improved plan participation

Improved
plan participation

SECURE 2.0 reduces the service requirements for long-term, part-time employees to join retirement plans.

Employer matching flexibility

Employer
matching flexibility

Employers can now offer higher matches or fixed contributions to all eligible employees.

Student loan matching

Student loan
matching

Student loan payments now qualify for employer retirement matches, helping employees save while repaying.

Higher contribution limits

Higher
contribution limits

Contribution limits are higher, with extra catch-up contributions allowed for employees aged 50 and up.

The impact of SECURE 2.0 on
student loans

  • Turn debt into opportunityYour student loan payments can now be treated like SIMPLE IRA contributions, allowing your employer to match them directly into your retirement fund.
  • Boost recruitment & retentionOffer a benefit that directly supports younger workers and improves financial wellness—without adding admin strain.
  • Save smarter, not harderWith WealthRabbit, employees don’t have to choose between paying off loans and saving for retirement—they can do both.
A smarter, simpler way to build your financial future

Paying off loans while saving for retirement

Empower your employees to pay off student loans and save for retirement—at the same time. With WealthRabbit, you can easily integrate SECURE 2.0 features into your retirement plan without the added stress. Whether your team is tackling debt or building long-term savings, every step moves them closer to a more secure financial future.

Why choose WealthRabbit?

We’re more than just a retirement platform. WealthRabbit is designed to help you navigate your financial future with powerful tools and features, including:

Easy navigation

Easy navigation

Intuitive software blended with easy navigation. You don’t have to be tech-savvy to get started. Enjoy straight forward procedures and an easy-to-follow interface.

Rollovers made easy

Rollovers made easy

Easily transfer funds from your existing retirement plan into WealthRabbit—no hassle, no delays.

Effortless e-signing

Effortless e-signing

Our platform makes it easy to obtain the necessary authorization from your authorized signers. With our streamlined e-signing feature.

Insightful dashboard

Insightful dashboard

Gain a comprehensive overview of all your plans and contributions in one easy-to-navigate space enabling you to effortlessly monitor SIMPLE IRA.

Real-time insights

Real-time insights

Our platform gives you instant updates on your investments, helping you make informed decisions quickly.

Reports

Reports

Gain a clear understanding of your SIMPLE IRA plans and contributions with reports tailored for employers. Our detailed analytics help you track growth.

Leave the setup to us—we can handle your SIMPLE IRA!

Setting up a SIMPLE IRA doesn’t have to be complicated. If it feels like too much, we’ve got you covered. Our team will take care of the setup while you stay focused on running your business.

Trusted by Businesses,
Accountants & Individuals

Small business owners, freelancers, and CPAs across the country rely on WealthRabbit for their team's retirement future.

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.