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SIMPLE IRA or Safe Harbor 401(k)? Find the plan that fits your business.
A 401(k) sounds like the safe choice, but is it the right one for a small team? Let two experts walk you through the numbers.
What we'll cover
Two plans, one right fit
How the SIMPLE IRA and Safe Harbor 401(k) work, and who each one suits.
Admin made clear
What to expect from each plan once it's up and running.
Your 2027 head start
What to get in place now so your plan is ready to go.
Why this matters
A 401(k) sounds like the safe choice, but for a small team it can mean setup costs, ongoing fees, and an annual Form 5500 filing you may not need. We’ll compare both plans side by side so you can decide with confidence.
Side by side
Both plans, one clear conversation
Plain English
Straight answers for busy business owners
Your timeline
When your plan needs to be in place for 2027
Hosted by
Our co-founders, a CPA and a CFP® who help small businesses choose and run retirement plans.
