A SIMPLE IRA makes it easy for small businesses to provide a retirement plan for their employees. These low-maintenance plans are inexpensive and straightforward to set up. Best of all, they are easy to understand!
- No cost to establish
- No government forms to file
- No annual reporting
- No non-discrimination testing
- Pre-tax salary deferrals up to $17,000 (including catch-up contributions)
- Mandatory employer match of dollar for dollar up to 3% of compensation or 2% non-elective contribution
- Reduced matching contribution is available in 2 out of 5 years
- Tax-deferred account growth
- Minimal employer involvement
- Up to 2-year waiting period
- Free illustration and comparison reports
Let us help you make your small business clients’ retirement SIMPLE.
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