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SIMPLE Plans

Savings Incentive Match Plan for Employees (SIMPLE) plan is a plan in which a small business with 100 or fewer employees can offer retirement benefits through employee contributions and employer matching contributions. Either a SIMPLE IRA or a SIMPLE 401(k) can be offered.

Contribution Rules

The maximum amount an employee can contribute to a SIMPLE IRA or SIMPLE 401(k) in 2018 is $12,500. However, employees age 50 or older are generally permitted to make additional “catch-up” contributions of $3,000.

An employer is generally required to match each employee's contributions to a SIMPLE IRA or 401(k) on a dollar-for-dollar basis, up to 3% of the employee's compensation.

Withdrawal Rules


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