Business

Simple IRA

Employees are the backbone to any great business.

Show them you care with a tax-favored Savings Incentive Match Plan for Employee retirement. It’s that SIMPLE. Seriously.

 

 

Simple IRAs

check mark iconEasy and inexpensive to set up

check mark iconEncourages employees to share in the responsibility of their retirement

check mark icon No discrimination testing required

check mark iconNo IRS approval process

check mark iconLittle to no administrative costs

check mark iconTax benefits

check mark iconOptional Employer Contributions

 

Let’s get started!

For more information on our Simple IRA accounts, contact one of our Customer Service Representatives and see IRS Publication 560 for information on setup requirements.


Alicia Gaudette

Julia Rathbun

Customer Service Representative, Team Lead

Email Julia Rathbun

(207) 782-0400

Alicia Gaudette

Hillary Miller

Customer Service Representative

Email Hillary Miller

(207) 782-6871

Alicia Gaudette

Cassie Lalemand

Customer Service Representative

Email Cassie Lalemand

(207) 782-6871

Alicia Gaudette

Tess Gregory

Customer Service Representative

Email Tess Gregory

(207) 782-6871

Alicia Gaudette

Teghan Halsey

Customer Service Representative

Email Teghan Halsey

(207) 782-6871

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