Workplace IRA

The Workplace IRA is a low-cost and seamless way for employees to achieve their financial goals through ​automatic payroll deduction.

Employers


 

Simple online registration​ ​​ No employer contributions required

No IRS filings

Available to all size businesses

Employees


 

Simple and secure enrollment​ ​​ 24/7 access to statements and reports

Simple and flexible contributions

Stays with you if you change employment

Help your employees grow their retirement,  without breaking the bank.

 

Workplace IRA Pricing

One-Time Cost

$

$100

Employer Cost Per Payroll

$

Weekly Payroll: $6.00 Bi-Weekly/Semi Monthly Payroll: $15.00 Monthly Payroll: $30.00

Employee Costs

$

Monthly Recordkeeping Fee: $4.00 Annual Custodial and Trading Fee: 0.15%* Annual Investment Fiduciary Fee: 0.85%*

*Fees are shown in annual terms but are divided and deducted monthly.

For example, an employee with a $10,000 balance would pay under $13 per month.

​Actify Investor Retirements, LLC dba Corporate Payroll Services.  Investment advisory services provided by Actify Investor Retirements, LLC. Actify Investor Retirements, LLC is a Registered Investment Advisor.  Information presented is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.