🐇 WealthRabbit – The SIMPLE Way to Retirement

At WealthRabbit, we believe that retirement planning shouldn’t be complicated or out of reach for small businesses. Too many companies avoid offering benefits because of cost, compliance, and paperwork. We’re here to change that.

Who We Help:

Small Businesses (up to 100 employees) that want to offer affordable retirement benefits without the headache of a 401(k).

Accountants & CPAs who want to add value for their clients with easy-to-implement retirement plans.

Employees & Owners who deserve simple, tax-smart ways to build long-term savings.

What We Offer
✅ SIMPLE IRAs – The easiest, most affordable retirement plan for small businesses.
✅ SEP IRAs – Flexible, tax-smart options for self-employed individuals and small business owners.
✅ Individual IRAs (Traditional & Roth) – Flexible savings solutions for anyone looking to secure their financial future.

Why WealthRabbit?

100% digital setup in minutes
No piles of paperwork or hidden costs
Compliance simplified so you can focus on what matters
Real tax savings for both employers and employees
A benefit that helps attract and retain talent

Retirement benefits are no longer just for big corporations. With WealthRabbit, small businesses can compete—and win—by giving their employees a better financial future.

Because when it comes to retirement planning, it should be exactly what the name says: SIMPLE.

WealthRabbit

Org chart

Teams

Offices