WealthRabbit Support

What if my business currently offers a different retirement plan?

If your business already offers a retirement plan other than a SIMPLE IRA, you can't start a SIMPLE IRA for the current calendar year.

However, you can still complete your SIMPLE IRA setup with WealthRabbit now—just make sure to terminate your existing plan before the new year begins to stay compliant.

To make the switch easier, WealthRabbit offers a simple rollover process so you can transfer your current plan without the hassle. Currently, we offer SIMPLE IRA plans, and we’ll be adding more retirement plan options soon.