The Future of
Investing for
Small Businesses
Automated. Affordable. Achievable.
Protected
AI Investing Platform
5,500+
plans
$5+ billion
invested
Available
in all 50 states
Shield+ Protected
AI Investing Platform
5,500+
plans
$5+ billion
invested
Available
in all 50 states
Retirement Plans Built for Today’s Small Businesses
IRA Club SBS is designed for today’s small business, merging self-directed investing, AI stock trading, and concierge support to simplify your duties and empower your team.
Flat-fee pricing, always
Low-cost investment offerings
Simplicity in a league of its own
Group Plans
with W2 Employees
Solo Plans
without W2 Employees
Retirement Plans Built for Today’s Small Businesses
IRA Club SBS is designed for today’s small business, merging self-directed investing, AI stock trading, and concierge support to simplify your duties and empower your team.
Flat-fee pricing, always
Low-cost investment offerings
Simplicity in a league of its own
Group Plans
with W2 Employees
Solo Plans
without W2 Employees
We are not a call center
Reliable support is just a phone call away.
FEATURES
Effortless, Integrated Payroll - Set it and forget it.
We integrate directly with your payroll provider to automate retirement deductions and deposits, so you can focus on running your business.
FEATURES
Retirement Plans that
Practically Run Themselves.
We manage every aspect of your plan with secure, end-to-end
administration. Our seamless payroll integration, real-time financial data, and automated A.I. trading deliver a complete, streamlined solution.
Consider services to simplify decision-making.
FEATURES
Keep Your Plan Organized, Simple,
and Stress-Free.
Access clear, streamlined data anytime through user-friendly portals that keep you ahead of deadlines.
FEATURES
Protected Automated Investing
- Yes, Really.
Empower your employees with access to an AI-powered investing platform built to protect and grow wealth—at a cost that’s up to 6x lower than the industry standard.
plans
Choose your business size for tailored solutions.
Self-employed Individuals
0 Employees
Small Businesses
1-25 Employees
Midsized Businesses
26-99 Employees
Large Businesses
100+ Employees