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%
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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