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WealthRabbit The First Fully Digital Solution for SIMPLE IRA Management

WealthRabbit 🐰💰

The first fully digital platform simplifying SIMPLE IRA setup & management for small businesses, accountants, and advisors. 🚀

✅ Self-onboarding or full-service management
✅ Seamless payroll integration & real-time insights
✅ User-friendly portals for employers, employees & advisors
✅ Mobile access & expert support

Making retirement planning effortless!
🔗 www.wealthRabbit.com

10/12/2026

Ten minutes to set it up. One click to invite a new hire. After that, you almost never have to log in again.

Our CEO, Jason, explains what running a SIMPLE IRA actually looks like for an employer once WealthRabbit is connected to your payroll.

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10/06/2026

No paperwork. No meetings. Just a few clicks.

Our CEO, Jason, walks through how a SIMPLE IRA goes from sign-up to running on WealthRabbit, from connecting your payroll to your employees onboarding themselves.

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10/02/2026

WealthRabbit didn't start as a tech idea. It started at a family CPA and wealth management firm, with clients who needed SIMPLE and SEP IRAs and had no good place to send them.

Our CEO Jason on how that gap turned into the first fully automated SIMPLE IRA.

09/25/2026

Most advisors avoid talking about two things: performance and fees. We think they're the two that matter most.

Adam Ackerman explains why fees are so hard to find on most financial statements, and how we keep ours transparent.

09/22/2026

Most small business owners know a 401(k) has a setup fee. Fewer realize how many other layers are stacked underneath it.

Our CEO Jason on the 401(k) fees that quietly add up to thousands, and why a SIMPLE IRA keeps costs low.

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09/15/2026

Inflation is real, and every dollar counts more than it used to for a small business.

Our co-founder Adam puts a real number on it: for a business with a million dollars in payroll, that's potentially $10,000 in savings.

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09/09/2026

When should a small business start a retirement plan?

The honest answer: the moment you want to attract and keep good people. You're competing with big companies that all offer one, and a plan tells your team you're invested in their future, not just their output.

Our founders break down the three reasons to start now.

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08/31/2026

To the accountants and advisors: recommending a SIMPLE IRA to a client shouldn't create more work for you.

Our CEO Jason explains how WealthRabbit handles the year-end tax credit paperwork, so your only job is to have the conversation.

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08/26/2026

Every accountant knows this one. You put a SEP IRA contribution on a client's return for the deduction, then find out a year later they never actually made it.

Our CEO Jason, a CPA himself, on how WealthRabbit lets you set up and track client retirement plans without becoming their investment advisor.

08/21/2026

SECURE 2.0 quietly made the SIMPLE IRA look a lot more like a 401(k), minus the compliance headache.

Our CEO Jason breaks down how the two actually compare for a small business: the limits, the match, and the paperwork you don't have to deal with.

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Address

2685 Celanese Road
Rock Hill, SC
29732

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+17049125450

Website

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