A SIMPLE Solution for 2020

Advisor Mutual Fund

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
  • Pretax salary deferrals up to $16,500 (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

We’d also like to announce the addition of 16 new funds to our SIMPLE IRA through the Advisor Mutual Fund Program, including American Funds® and funds with ESG integration, effective February 21, 2020. 

Let us help you make your small business clients’ retirement SIMPLE in 2020. 

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You should consider the investment objectives, risks, and charges and expenses of the mutual funds carefully before investing. You may obtain prospectuses and/or summary prospectus (if available) that contains this and other information about the mutual funds by calling our Service Center at 1-800-888-2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

Securities are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

Security Benefit, its affiliates and subsidiaries, and their respective employees and/or representatives do not provide tax, accounting, or legal advice. Any statements contained herein concerning taxes are not intended as and should not be construed as tax advice, nor should they be used for the purpose of avoiding federal, state, or local taxes and/or tax penalties. Please seek independent tax, accounting, or legal advice.

All securities brokerage services are provided by your sales representative’s broker-dealer.