EZ IRA allows you to provide a retirement program for your employees without impacting your budget or resources:
● Get started in minutes
● No employer contributions
● Total employer annual cost $100.00
● Attract and retain valuable employees
● No 5500 filing or testing like 401K plans
● No minimum participation requirements
● Available to part-time, full-time, 1099s and owners
Everything your employees need to build and manage their retirement portfolio- in one place
Automatic Funding
Participants’ EZ IRA accounts are funded through payroll deductions
Traditional or Roth IRA
Participants have the option to choose between a traditional or Roth IRA
Approved Financial Advisors
EZ IRA offers participants’ the option to work with a pre-approved financial advisor or choose to work with their own
EZ Management
Each participant receives their own personal account to manage and track their investments
Best In-Class Fund Options
Participants funds are invested in Legg Mason investment options