WealthRabbit Support

What are the information required to set up a retirement plan?

To set up a retirement plan with WealthRabbit, you'll need the following details:

Business Information:

• Business name

• Business address

• Business structure (e.g., LLC, Corporation)

Authorized Signer Details:

• Full legal name

• Contact information (SSN, email, phone number, and mailing address)

Beneficial Owners and Officers:

• Names, roles, and contact information of all beneficial owners and key officers

• Bank Account Information:

• Bank account details to process payroll contributions

Legal Documents:

• A copy of your Articles of Incorporation or Operating Agreement