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SIMPLE IRA

Small-employer retirement plan that combines employee salary deferrals with required employer contributions through IRA accounts.

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A SIMPLE IRA is a retirement plan for smaller employers that lets employees defer part of salary into IRA-based accounts while employers make matching or required contributions.

It is designed to be easier to administer than many larger workplace plans while still giving employees a formal retirement-saving channel through payroll.

Why It Matters

SIMPLE IRAs matter because they sit between a basic IRA and a full-scale employer plan.

  • employees can contribute through salary reduction

  • employers must contribute under the plan rules

  • administrative burden is usually lower than with more complex plans

That structure makes SIMPLE IRAs a practical option when a small employer wants a real retirement benefit but needs manageable setup and compliance demands.

  • IRA: The account wrapper used by the SIMPLE structure.

  • SEP IRA: Another small-business retirement option with different funding rules.

  • 401(k) Plan: Broader employer-plan comparison point.

  • Traditional IRA: Individual tax-deferred IRA structure.

Revised on Monday, May 18, 2026