Impactful Retirement Solutions Crafted for Professional Service Firms
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
Why Professional Service Firms Choose IRA Club SBS
Give your professional services firm an affordable, customized retirement plan with simple compliance and investment options ranging from AI-driven strategies to alternatives like real estate.
- Low Maintenance Plans with Built-in Compliance
- Protected AI-Powered Investing
- Access to Alternative Investment Options
- Flat-Fee, Affordable Pricing
What Plans Are Available Through IRA Club SBS?
Starter Plan
Core Plan
Enterprise Plan
INVESTMENT OPTIONS
Lead Your Team Forward 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.
You Explore the Options, We’ll Keep Things Safe.
Cash-funded IRAC, iFlip, and Coinbase-backed crypto accounts are FDIC-insured through our banking partner.
Free allowable transaction analysis on investments to help keep your account IRS compliant.
Two-factor authentication (2FA) enablement and encouragement for accounts.
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
- 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.
Effortless, Integrated Payroll - Set it and Forget it.
Can’t find your payroll provider? Give us a call
Can’t find your payroll provider?
Give us a call
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bob
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click up
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wave
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