WealthRabbit Support

How can I manage the funds available in my SIMPLE IRA Plan?

WealthRabbit makes it easy to manage your SIMPLE IRA through intuitive employee and employer portals. You can view your current balance, track contributions, and adjust how much you’re saving at any time. Our Fund Management feature gives you access to a range of professionally managed portfolios, with the flexibility to update your investment strategy whenever your goals change.

We also offer helpful tools like automated contributions, automatic rebalancing, and seamless rollover support, making it simple to stay on track for retirement with minimal effort.