Elevate Your Franchise with a Scalable, Modern Retirement Plan.
Protected
AI Investing Platform
5,500+
plans
$2+ billion
invested
Available
in all 50 states
Shield+ Protected
AI Investing Platform
5,500+
plans
$5+ billion
invested
Available
in all 50 states
Modern Retirement Plans with a Human Touch.
Our retirement plans are built for franchises, blending scalable solutions for larger teams with dedicated human support.
- Flexible, Scalable Plans
- Built-In Compliance Support
- Low Cost AI-Powered Investing
- Access to Alternative Investment Options
What Plans Are Available Through IRA Club SBS?
Starter Plan
Simplified plans (Payroll Deduction IRAs) with limited features and easy administration.
Core Plan
A customizable 401(k) or Simple IRAs with A.I. features and more plan design options.
Enterprise Plan
Our most custom 401(k) with premium support & flexible pricing that scales as you grow.
INVESTMENT OPTIONS
Power Your Future with Protected Automated Investing
Navigate unpredictable markets with confidence. iFlip’s low-cost, automated investing platform helps protect portfolios, optimize performance, and take emotion out of investing.
Go Beyond Wall Street with Access to Alternative Assets
Put your retirement money in your control with a range of alternative options, including real estate, private loans, and more.
featured integrations
Retirement Plans That Practically Run Themselves.
Automated Deductions and Contributions
- Employee contributions are automatically deducted and deposited, keeping your plan on track effortlessly.
Record Keeping and Government Filing
- We manage your plan’s recordkeeping and government file required reports like Form 5500 and 1099-R.
Ongoing Compliance Testing
- We conduct nondiscrimination testing and handle any required corrections.
Seamless Employee Onboarding
- When employees become eligible to join the plan, we’ll set them up and give them support.
Multiple Businesses? We can set you up with ease. Schedule a consultation>
Effortless, Integrated Payroll - Set it and Forget it.
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payusa
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pesonio
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platinum group
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quality payroll
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resourcing edge
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UltiPro (UKG Pro)
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vensurehr
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wave
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whirks
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workday
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