Our all-in-one platform makes it easy for business owners to set up and manage corporate retirement plans that meet CalSavers and other state regulations.
We also provide access to financial education resources so employees can make the most of their benefits. With Wealth Stack, you can offer your employees a well-rounded benefits package that helps them plan for a secure future.
IRA Solutions SIMPLE IRAs are simpler retirement options for you and your employees
Digital Education 100+ videos and articles designed to help you and your employees learn how to properly manage finances, invest wisely, and scale your business
Corporate Financial Resources A knowledgebase of data including the latest news, and trends in your industry, benchmark comparable financial data
Looking for a simple retirement solution that allows you to increase employee engagement & meet state regulations?
Offering a retirement plan to your employees can be daunting, especially if you're not familiar with the regulations.
We provide an all-in-one platform that makes it easy for business owners to set up and manage corporate retirement plans that meet state regulations. With Wealth Stack, you can offer your employees a well-rounded benefits package that helps them plan for a secure future while also helping you attract and retain top talent. We also provide access to financial education resources so employees can make the most of their benefits.
DESIGNED FOR YOU:
Get a complete retirement solution for your small business, custome designed for businesses with 1-99 employees.
EXPERTS ON STAFF
Backed by former Wall Street professional and Certified Financial Analyst.
QUICK AND EASY SETUP:
Set up your account in minutes. Onboarding meetings and payroll withholding setup included.
Easy setup and management of SIMPLE IRA because accounts are not regulated by ERISA regulatory rules & penalties.
FREE FINANCIAL WELLNESS COURSES FOR EMPLOYEES
We offer free financial courses and onboarding for all of your employees, helping ensure that they see the value in your efforts to help them prepare for their futures.
SIMPLE IRA VEHICLE
For small business owners, there are lots of benefits! Namely, there are minimal account fees related to opening and managing a SIMPLE IRA. However, that’s not the case with a 401(k) plan. Fees vary by plan, particularly for small businesses.
Meet your state’s mandatory retirement requirements as a business owner.
Our alternatives to CalSavers, New York Secure Choice, and other programs ensure that you’re compliant while offering you more perks.
SIMPLE IRA: Less than 10% of the regulatory headaches of 401(k)s
What are the benefits of a SIMPLE IRA plan vs. 401(k) or traditional IRA? For small business owners, there are lots of benefits of offering SIMPLE IRAs as opposed to the traditional 401(k). They’re simple for a reason.
Minimal account fees
No annual filing requirements
401(k) plans can be quite expensive for small businesses
SIMPLE IRA accounts are not regulated by ERISA regulatory rules & penalties
Employees have more investment options
Financial education courses for employees provide a total financial wellness solution