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
woman working on laptop at desk

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