Tax990 Has Partnered with WealthRabbit!

The First Digital Platform to set up and Manage the SIMPLE IRA Plan

Secure your employee's future by offering them a cost-effective, less administrative retirement plan.

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Exclusive Benefits for Tax990 Customers

  • Free 30 Minute Consultation
  • Free Onboarding and Setup
  • Dedicated Customer Support
  • Free 3-Month Subscription
Exclusive for Tax990 Customers: Free 3 Months Subscription and Free 30 Minutes Consultation. Take me to WealthRabbit

Why do Retirement Benefits Matter for Nonprofits?

  • Support Your Employees' Financial Well-Being
  • Creates a Positive Work Environment
  • Boosts Team Morale and Productivity
  • Boosts Employee Retention
  • Helps to Attract and Retain Top Talent

Why Nonprofits should opt for SIMPLE IRA?

  • Easy Setup and Less Hassle
  • Cost-Effective Retirement Plan
  • Tax Benefits for both Employer and Employees
  • No Complex Rules and IRS Filings
  • Immediate Vesting for Employees

Meet WealthRabbit: The First Digital Platform to Set Up and Manage SIMPLE IRA

Setting up and managing a SIMPLE IRA for nonprofits doesn’t have to be difficult. WealthRabbit makes it easy with a fully digital platform that simplifies account setup, management, and compliance.

No Paperwork: Everything Digital

No Paperwork: Everything Digital

Set up your SIMPLE IRA plan effortlessly and without delays.

Flexible Onboarding Options

Flexible Onboarding Options

Choose to self-onboard and set up your plan independently, or let our experts handle it for you.

Multiple Investment Options

Multiple Investment Options

WealthRabbit utilizes custom models built by one of the largest asset managers in the world.

Hassle-Free Rollover Options

Hassle-Free Rollover Options

Easily transfer existing retirement funds into WealthRabbit with seamless rollover options.

Automated Payroll Integrations

Automated Payroll Integrations

Simplify contributions by integrating directly with your payroll system.

Secure Portal for Your Employees

Secure Portal for Your Employees

Give your employees access to monitor and manage their investments with ease.

Intuitive & User-Friendly Dashboard

Intuitive & User-Friendly Dashboard

Invite employees, manage contributions and handle everything from a single, easy-to-navigate platform.

Real-Time Insights

Real-Time Insights

Access up-to-date reports and insights to make informed decisions quickly and confidently.

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Exclusive Benefits for Tax990 Clients

Enjoy the following benefits when you sign up with WealthRabbit.

Free Onboarding and Set Up

Free Onboarding and
Set Up

Free 30 Minutes Consultation

Free 30 Minutes Consultation

Personalized Investment Insights

Personalized Investment Insights

Dedicated Customer Support

Dedicated Customer Support

Ready to make SIMPLE IRA simple?

Create a Free Account

Already offering SIMPLE IRA or other plans like 401(k) or SEP?

Switch to WealthRabbit for simplified management, more features, and reduced complexity—because managing retirement plans should be easy!

Switch to WealthRabbit Now

How to Set Up Your Employees’ SIMPLE IRA Accounts with Wealthrabbit?

Create Account

Create Account

Setting up your WealthRabbit account is easy and 100% online.

Watch Demo

Invite Employees

Invite Employees

Invite your employees to join the SIMPLE IRA plan.

Watch Demo

Run Contributions

Run Contributions

Start managing contributions with ease.

Watch Demo

Ready to take the leap with WealthRabbit?

Get Started Now

Combo Pricing for Form 8868

Smart Retirement Solutions to Help Your Business Thrive

Create a Free Account

Helpful Resources

What is SIMPLE IRA

What is SIMPLE IRA

Get a clear understanding of SIMPLE IRAs and
their requirements.
SIMPLE IRA Contribution Limits

SIMPLE IRA Contribution Limits

Learn more about the SIMPLE IRA
contributions for 2024.
SIMPLE IRA vs 401(k)

SIMPLE IRA vs 401(k)

Know the major differences between the
Simple IRA vs 401k plan.