Your Easy Guide to Building a Secure Retirement
How Does it Work?

No Hassles, No High Costs
We’ve removed the complexities and financial burdens that come with traditional employer savings plans. EZ IRA makes it simple and affordable for every business owner to provide their employees with a secure retirement option, all without the administrative headaches.
-
Minimal Administration Required
-
Affordable Flat Fee
-
No Department of Labor Testing
-
Zero Fiduciary or Trustee Responsibility
Key Benefits at a Glance
0
Hassle-Free Setup
0
Employer Fees
0
Online Access
Getting started is as easy as 1, 2, 3.
Enroll Online
No paperwork needed. Register through our secure online portal in just a few minutes.

Connect with a Financial Advisor
After registration, an approved Financial Advisor will reach out to manage employee enrollments.

Employees Enroll & Save
That’s it! EZ IRA allows everyone to focus on today while securing their tomorrow.

Saving for the future has never been this simple. With EZ IRA, it's truly as easy as 1, 2, 3!
Watch your retirement savings grow with confidence, knowing you’re on the right track.