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SIMPLE IRA

An easy plan for you and your small business

Invest in your team’s future with a SIMPLE IRA.

Make an investment in your hardworking employees – and a good show of faith in your company – with our SIMPLE (Savings Incentive Match Plan for Employees) IRA. Designed for small businesses with 100 employees or less, it’s exactly what it sounds like — simple. It's not only easy to set up and manage. It's an ideal way to help you and the people you value most reach your retirement savings goals.

Bonus: SIMPLE IRAs offer a solid rate, generous tax advantages and a built-in recruitment and retention tool.

  • Competitive interest rates
  • Minimal paperwork, no filing requirements
  • Flexibility in contributions
  • Shared responsibility for retirement

COMPETITIVE RATES & TAX BENEFITS

Contributions grow tax-deferred and tax-deductible*

EASY TO OPEN & MANAGE

Minimal paperwork, no filing requirements

FLEXIBLE CONTRIBUTIONS

Allows for lower limits and self-contributions

SHARED RETIREMENT GOALS

Lets you share responsibility for your team’s retirement

*Subject to income limitations. Employer must not have any other retirement plan.

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