Maximum contribution limits Express IRA gets you started with a maximum savings of up to $5,500 per year (or $6,500 for those age 50 or older) for 2017. You can also stack your Traditional or Roth IRA onto a 401(k) for even greater contributions, and you may be entitled to additional tax savings.
Roth and traditional options Express IRA allows you and your employees to choose between a roth, a traditional IRA, or both!
Built for your budget With Express IRA, you’ll pay a flat monthly fee of just $25. Plus, all the costs associated with your plan are a tax-deductible expense for your business.
All IRA plans include
Retirement savings experts We’ll help you navigate your retirement plan, whether you want to do it yourself using our online tools or would like a hand from a savings expert.
Carefully selected investments Investment options for Express IRA are carefully selected and monitored by a third-party investment expert. We offer eleven target date portfolios at an all-inclusive fee of only 0.25%.
Simple to administer You can sign up for your Express IRA plan in minutes and begin saving immediately. It’s simple to administer and maintain in just a few minutes per month and requires no IRS reporting.
Investing in your future is easy with a Express IRA. Simply select a target retirement date and your investments will be tailored to help you meet your goal.
The low-cost investments available to you in Express IRA have been selected and monitored by a professional third-party money manager.
Fees matter. That’s why you can choose from ten target date portfolios at an all-inclusive fee of only 0.25%, keeping more money in your retirement plan where it belongs.
Get started with a ExpressIRA today
Sign up online in minutes, and start saving right away.