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Get answers to all your questions about the application process and SIMPLE IRA here

Why should I use WealthRabbit for my retirement plan?

WealthRabbit is a modern, all-in-one platform built specifically to simplify retirement plan management—whether you’re an employer or an employee. Our platform offers powerful features for managing your SIMPLE or SEP IRA, including:

  • Employer & Employee Portals – Transparent access to plan details, contributions, and investment info
  • Payroll Integration – Seamlessly sync contributions with your payroll system
  • Student Loan Matching (SECURE 2.0) – Support employees paying off student debt while helping them save
  • Easy Plan Rollovers – Quickly transfer funds from existing retirement plans
  • Automatic Portfolio Rebalancing – Keep investments aligned with your goals
  • Two-Factor Authentication – Secure account protection
  • Real-Time Alerts & Notifications – Stay informed with timely updates


WealthRabbit eliminates paperwork, reduces administrative burden, and makes setup fast and stress-free. Whether you're just getting started or growing your team, we make retirement planning easier, smarter, and more secure.

 

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