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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 a financial representative.
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
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
- * 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.
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