What you'll walk away with
Four concrete outcomes - not theory. You'll leave knowing exactly what to do next.
A plan running in minutes, not weeks
Set it up online and connect payroll the same day - no faxes, no stacks of paperwork.
SECURE 2.0 credits that cover the cost
See how startup and contribution tax credits can offset most or all of your setup.
No Form 5500, no compliance busywork
SIMPLE IRAs skip the annual filing and most of the admin a 401(k) demands.
Benefits without becoming an advisor
Employees choose from managed portfolios - you're never on the hook for investment advice.
Why this matters right now
Most owners skip retirement plans, assuming they're too costly or complex to run. A SIMPLE IRA is the exception: lighter than a 401(k), and backed by real SECURE 2.0 tax credits. We'll break down exactly how it works and what it takes to get one live.
to get a plan live, not weeks of paperwork
SECURE 2.0 credits may help cover most or all setup costs.
SIMPLE IRAs skip the annual filing that comes with a 401(k)
Meet your hosts
Straight talk from the people who built WealthRabbit around exactly this problem.
