A SIMPLE Solution for Small Businesses

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
  • Pre-tax salary deferrals (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. 

Order your materials today

Fill out the form below to receive the installation and/or enrollment booklets.


Services are offered through Security Distributors, a subsidiary of SBL, which is wholly owned by 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.

SB-10007-03 | 2022/09/08