Accounts

SIMPLE (Savings Incentive Match Plan for Employees) Account

Retirement plan that is very similar to a 401(k).

For small businesses, this is a simple and inexpensive retirement plan with deductible employer and employee contributions.

 
  • Speak with an account manger to find a plan
  • Applicable to busisnesses with < 100 employees
  • Deductible employee and employer contributions
  • Easy and inexpensive to administer
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