Welcome to WealthRabbit—the first-ever digitized platform to manage SIMPLE IRAs tailor-made for small businesses! With WealthRabbit, setting up and managing a SIMPLE IRA plan is easier and more affordable than ever! From seamless onboarding to smart investments, every step is fully digital and accessible anytime, and anywhere.
WealthRabbit for Employees:
WealthRabbits user-friendly mobile app empowers employees to manage their SIMPLE IRA accounts, monitor contributions, and watch their investments grow—all without complex spreadsheets or financial jargon. WealthRabbit puts everything that employees need together right in the palm of their hand.
Key Features:
Personalized Dashboard
Enjoy a user-friendly, customized dashboard that highlights your account summary, contribution history, and projected growth to retirement.
Real-Time Contributions Tracking
View up-to-date information on your SIMPLE IRA contributions to see how your retirement savings are building over time. Never miss an update!
Investment Insights
Access real-time investment data and performance insights, designed to keep you informed on how your investments are growing.
Advanced Security
Your data security is our top priority. WealthRabbit uses the latest encryption and security protocols to protect your information and stay compliant with industry standards.
Notifications & Alerts
Stay updated with notifications on contribution updates, investment performance, and reminders, so you’re always aware of your retirement status.
Have any Questions, comments, or concerns? Contact our team via phone or write to us at.