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Who should I use to administer Simple IRA?

Posted on 8/27/25 at 9:05 pm
Posted by NorthEnd
Member since Oct 2007
2200 posts
Posted on 8/27/25 at 9:05 pm
I’ve had a simple Ira at my office for 18 years and have always used vanguard. Recently they turned this portion of their business to Acensus, which has been cumbersome to manage. Any business owners have a recommendation on a streamlined site that I can self manage?
Posted by makersmark1
earth
Member since Oct 2011
20091 posts
Posted on 8/28/25 at 5:17 am to
Fidelity: I have my SEP with them
Schwab: I have several accounts with them

No real complaints about either.
Posted by Jmcc64
alabama
Member since Apr 2021
1746 posts
Posted on 8/28/25 at 8:12 am to
my wife's office uses Schwab. no complaints from us.
Posted by notsince98
KC, MO
Member since Oct 2012
21268 posts
Posted on 8/28/25 at 9:03 am to
No complaints about Schwab for me. I have 4 IRAs there and have had a 401k there.
Posted by cusoonkpd
Big Mamou
Member since Apr 2015
1820 posts
Posted on 8/28/25 at 9:05 am to
My SEP is with Schwab. No complaints.
Posted by Popths
Baton Rouge
Member since Aug 2016
4388 posts
Posted on 8/28/25 at 5:01 pm to
Fidelity
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