The Workplace IRA is a low-cost and seamless way for employees to achieve their financial goals through automatic payroll deduction.
Simple online registration No employer contributions required
No IRS filings
Available to all size businesses
Simple and secure enrollment 24/7 access to statements and reports
Simple and flexible contributions
Stays with you if you change employment
Workplace IRA Pricing
Employer Cost Per Payroll
Weekly Payroll: $6.00 Bi-Weekly/Semi Monthly Payroll: $15.00 Monthly Payroll: $30.00
Monthly Recordkeeping Fee: $4.00 Annual Custodial and Trading Fee: 0.15%* Annual Investment Fiduciary Fee: 0.85%*
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.