Payroll Deduction IRA Programs

By coming to Inspira you now have an easy-to-use IRA-based retirement plan for your small clients that features the benefits of a traditional 401(k) plan without the complexity or cost.

With Inspira, your firm will receive:

1. An annual referral fee for each account that is established
2. All marketing materials needed to make your program a success
3. The option of a private label or generic solution

With Inspira, your clients and their employees will receive:

• A safe harbor fund that currently pays 1.75%
• An IRA with unlimited free trades and no loads
• A fund line-up screened by an investment professional
• Free investment tools including an Investment Guide to help make investment decisions
• No account minumums - We accept auto rollovers under $1,000
• Account access online and through a Voice Response Unit
• Call center access to trained IRA professionals

We offer 3 different types of Payroll Deduction IRAs:

• Standard Payroll Deduction: Designed for any size business looking to offer its employees a retirement plan with little investment of time or resources.
• SIMPLE IRA Program: Created for employers with 100 or fewer employees.
• SEP IRA Program: The perfect plan for self-employed individuals.

Call Inspira to start offering your own Payroll Deduction IRA program today!