Say goodbye to complex retirement plans. Our simple, affordable all-digital retirement solutions make it easy for busy business owners to attract & retain talent while improving their bottom line.
Wealth Stack is an all-in-one digital financial platform offering simple, affordable digital retirement plans and other perks that help business owners attract & retain top talent that can help them scale and increase productivity.
We bundle the power of our impressive business owner portal with access to corporate discounts, travel rewards, and other employee perks that help business owners attract and retain top talent to increase employee engagement and their bottom line.
Our SIMPLE IRA plans and employee engagement solutions include access to a proprietary app that was designed by the team that developed Acorns.
Your employees are your number one investment. Our platform helps you keep your employees happy while helping you grow, scale, and increase your revenue.
From the small bodega owner to the multi-billion dollar CEO, we help business owners with various different financial structures. Our services and solutions are designed to make begin a business owner simple, whatever industry they're in, from breweries, restaurants, accounting firms, and dental offices to businesses bringing in $5M+ in annual revenue.
The CalSavers Retirement Program is a new state-based retirement plan for small businesses in California and their employees. As of June 30th, 2022, all California business owners with five or more employees are required by law to offer retirement plan options to their employees. We have spoken with these small business owners and have found that they're not too fond of CalSavers, and other states are quickly implementing similar mandates. Wealth Stack is the simple, affordable answer to that.
Click any one of the Get Started buttons on this page. We'll ask for some basic information about your business, but it shouldn't take more than 8 minutes. Once you've given us what we need, we'll direct you to the payment processing page. After successfully registering, we'll take care of this rest. This includes completing all the documents required to set your employees up with their SIMPLE IRA plans, sending out employee access to our IRA app, and handling all tax documentation.
Yep! We've done our research. SIMPLE IRAs are the absolute best option for small business owners. When it comes to SIMPLE IRA vs. 401(k), small business owners enjoy way less regulatory issues with SIMPLE IRAs. On top of that, there are no annual filing requirements, more investment options for your employees, and a whole host of other benefits.
Namely, with a SIMPLE IRA, though, you can give your employees the freedom and flexibility to choose to invest in any of the assets of the financial institution where the account is held.
When you sign up for a Wealth Stack SIMPLE IRA plan, you (as the employer) get access to our business owner dashboard where we've made it easy for you to integrate Wealth Stack with your payroll software. Your employees get access to our IRA app where they can find 100+ financial education videos and articles to help them learn how to build wealth. All SIMPLE IRA plans also come with access to our employee engagement programs, including corporate discounts, travel rewards, and more.
With a SIMPLE IRA, employers still have an obligation to match a small percentage of contributions. Employers have to offer a matching contribution of up to 3% of an employee's salary or a 2% nonelective contribution for each eligible employee.
With Wealth Stack it is! We need you to fill out some basic information about your business. That part of the sign-up process should take no more than five minutes. From there, we handle the rest of the rollover process. You experience zero interruption in your retirement plan coverage.
As a business owner, your employees are your number one investment. Our platform helps you keep them happy by allowing you to not only offer them high-quality retirement solutions, but also by giving them access to our cutting-edge IRA app.
Studies show that 76% of employees are likely to be attracted to a company that cares about their financial well-being. Our platform helps those employees attain financial well-being by giving them the tools and resources they need to succeed financially and plan for their future.
Along with financial education that no other retirement solution provides, we also offer corporate rewards, travel discounts, and other perks that help increase employee engagement.