The SMArt IRA Program

June 29, 2023

With our SMArt IRA program, employees whose employment status changes have a simple, penalty-free option to roll their 401(k) into our IRA; allowing them to keep earning 4.15% on 100% of their savings, rather than forfeiting 30% of its value to fees and penalties. Find out more by watching these videos today.

For Q3 2023 deposits, take advantage of a first-year interest guarantee (7-1-23 through 6-30-24) of 4.15%