Fidelity Small Business Plans
Are your clients who own their own companies looking to help boost employee retention? Find out more about the benefits of Fidelity's retirement plans for small businesses, created specifically for small- to mid-sized companies.
A great way for small businesses to retain employees and make them feel invested in the success of the business
Broad fund offering
A wide selection of Fidelity Advisor Funds® with access to practically every segment of the world's markets
Dedicated support
A dedicated team of retirement specialists to answer questions and work with advisors and their clients
Convenient account access
Convenient account access for your clients, virtually 24 hours a day, 7 days a week
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%
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
Our investment capabilities
Investment and retirement leadership sets Fidelity apart.
For nearly 70 years, Fidelity has helped our clients achieve their investment and business objectives by harnessing our deep and diverse capabilities. As the No. 1 IRA provider in the U.S., Fidelity Investments can help you as you guide your clients along the path to—and through—retirement.1
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* An annual custodial fee is deducted from employee accounts.
1. Cerulli Associates, The State of U.S. Retail and Institutional Asset Management 2021.
The above information is educational in nature and should not be construed as legal or tax advice.