WealthRabbit Support

How to add the employees list manually to my SIMPLE IRA plan?

Follow the steps below to manually add your employees to your SIMPLE IRA plan. 

Step 1: Log in to your WealthRabbit account. 

Step 2: Complete the setup process for your SIMPLE IRA plan, and go to ‘Add Employees’. 

Step 3: Click ‘Add Employees Manually’ to input your employee’s details to your SIMPLE IRA plan. 

Step 4: Click ‘Save and Continue’ upon adding all employee details. 

Step 5: The added employees list will be populated in the next page where you can manage it as needed.