SIMPLE IRA Providers

Easily navigate the crowded vendor landscape

SIMPLE IRA providers offer tax-deferred retirement plans for employers with 100 or fewer employees.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

Vendor Banner SIMPLE IRA Providers Q2  2024

Q2 June 2024: Winners

Top 0 SIMPLE IRA Providers

List of the top 0 SIMPLE IRA Providers in Shortlister as of June 2024, presented in the order they appear in the full Vendor Listing tab.

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    • Global Capabilities
    • iOS Native Application
    • Android Native Application
    • Responsive Design
    • GDPR Compliant
    • SSAE 18 / SOC Audit(s) Performed
    • NCQA Accredited / Certified
    • 3rd Party Integrations
    • URAC Accredited
    52 Vendors
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    Reviews pending
    Full Reviews Breakdown

    Capital Group

    Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1... View Full Profile

    Employees
    8745
    Lives Serviced
    Not Provided
    Funding
    268M Series E
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Charles Schwab

    The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services ... View Full Profile

    Employees
    26524
    Lives Serviced
    Not Provided
    Funding
    10K Grant
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    E*TRADE

    E*TRADE is a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution... View Full Profile

    Employees
    1001-5000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Edward Jones

    If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Merrill Edge

    Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts ... View Full Profile

    Employees
    1727
    Lives Serviced
    Not Provided
    Funding
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Principal Financial

    Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients ... View Full Profile

    Employees
    20000
    Lives Serviced
    Not Provided
    Funding
    33.5M Series C
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    Global Capabilities
    Top Offerings
    401(k) Plan
    Pension Plan
    Employee Stock Ownership Plan (ESOP)
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    TD Ameritrade

    At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Thrivent Financial

    At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At ... View Full Profile

    Employees
    5001-10000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Wells Fargo

    Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
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    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Plan Member

    Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 40 regionally-based Financial Centers located across the country. ... View Full Profile

    Employees
    200
    Lives Serviced
    200,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Android Native Application
    GDPR Compliant
    iOS Native Application
    Top Offerings
    403(b) Plan
    457 Plan
    401(k) Plan
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    The Retirement Advantage, Inc. (TRA)

    As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert ... View Full Profile

    Employees
    250
    Lives Serviced
    9,000
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Responsive Design
    SSAE 18 / SOC Audit(s) Performed
    Top Offerings
    Retirement Plan Consulting
    401(k) Plan
    Actuarial Service Firm
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Gusto

    Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small ... View Full Profile

    Employees
    1709
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Alliant Credit Union

    With over 84 years of history and more than $12 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the nation. Our top-notch online, mobile and phone banking services and emphasis on security make banking ... View Full Profile

    Employees
    251-500
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    American Century Investments

    American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    34M Venture Round
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    American IRA

    American IRA was founded in 2004 by our CEO, Jim Hitt. Mr. Hitt and his team bring over 40 years of self directed IRA services and self directed 401(k) investing experience to the table. They use this experience to create satisfied clients resulting in over $... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    BB&T

    BB&T and SunTrust have joined to become Truist. We're building a better future together. http://truist.com #truist Truist Financial Corporation (NYSE: TFC) is a purpose-driven company dedicated to building a better future for its clients, teammates and ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    BitIRA

    BitIRA helps people purchase digital currencies such as Bitcoin and Ethereum for placement in a Self-Directed IRA. Get all the growth potential, with any gains on a tax deferred basis... View Full Profile

    Employees
    11-50
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Coastal Credit Union

    Coastal Credit Union operates 23 branches in central North Carolina and offers a full range of financial products and services. Today, with $3.4 billion in assets, Coastal serves 270,000 members from 1,700 business partners and is consistently named one of the... View Full Profile

    Employees
    501-1000
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -
    Reviews pending
    Full Reviews Breakdown

    Equity Trust

    Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious... View Full Profile

    Employees
    251-500
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
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    Reviews pending
    Full Reviews Breakdown

    Farmers and Merchants State Bank

    Founded in 1897 in Archbold, Ohio, Farmers & Merchants State Bank has been a stable financial institution for our communities. F&M is committed to ensure that communuity banking continues to grow and prosper by providing quality customer service and supplying ... View Full Profile

    Employees
    Not Provided
    Lives Serviced
    Not Provided
    Funding
    Not Provided
    Minimum Group Size
    No Minimum
    Features
    Top Offerings
    Average Cost
    - - -
    Key Clients
    - - -
    Clients Your Size
    - - -