Scale Your Business’s Retirement Benefits with an AI-Powered 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

Customized Automated Plans at an Affordable Price.

Our retirement plans are built for midsized businesses, blending low-maintenance compliance benefits and scalable solutions.

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

Adapt to today’s unpredictable markets with low-cost, AI-powered investing, allowing you to invest confidently without timing the market. 

Power Your Future with Protected Automated Investing

Adapt to today’s unpredictable markets with low-cost, AI-powered investing, allowing you to invest confidently without timing the market. 

featured integrations

Retirement Plans That Practically Run Themselves.

Automated Deductions and Contributions

Record Keeping and Government Filing

Ongoing Compliance Testing

Seamless Employee Onboarding

Effortless, Integrated Payroll - Set it and Forget it.

Can’t find your payroll provider? Give us a call

Modern Retirement Plans with a Human Touch.

Reliable support is just a phone call away. Scale your business with a modern retirement plan built with you in mind.
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