WealthRabbit Support

How do I set up my SIMPLE IRA plan in Paychex Flex?

To complete your SIMPLE IRA setup in WealthRabbit, you first need to create the retirement plan in Paychex Flex. Follow these steps:

Step 1: Log in to your Paychex Flex account.
Step 2: Navigate to Benefits > Retirement Plans.
Step 3: Follow the prompts to create a new SIMPLE IRA plan in Paychex Flex.

Once the plan is active in Paychex Flex, return to WealthRabbit to finish your setup. WealthRabbit will automatically sync your employee data and contribution details from Paychex Flex, allowing you to complete the process seamlessly.