Fidelity Small Business Plans

Fidelity’s retirement plans for small businesses are created specifically for small- to mid-sized companies and are available exclusively through an advisor.

Fidelity Advisor SIMPLE IRA

Fidelity Advisor SIMPLE IRA is designed for business owners who want to provide employees with retirement savings through payroll deduction.

  • No employer setup or administrative fee*
  • Minimal employer tax filing, paperwork, and administrative expenses
  • Fidelity Advisor Funds in multiple share classes
  • Appropriate for clients who employed 100 or fewer employees during the preceding tax year who received at least $5,000 in compensation from the employer during that year
  • Two contribution options: 2% or 3%
Requirements, features, & benefits

Fidelity Advisor SEP IRA

A retirement savings plan for business owners and their employees.

  • No employer setup or administrative fee*
  • No outsourcing
  • Fidelity Advisor Funds in multiple share classes
  • Appropriate for clients who are self-employed
  • Access to sales kits that you can use with plan sponsors and their employees
Requirements, features, & benefits SEP IRA and sole proprietor 401(K) plan comparison

A great way for small businesses to retain employees and make them feel invested in the success of the business

  • A wide selection of Fidelity Advisor Funds® with access to practically every segment of the world's markets
  • A dedicated team of retirement specialists to answer questions and work with advisors and their clients
  • Convenient account access for your clients, virtually 24 hours a day, 7 days a week
 
 

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