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’ when adding all employee details.

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