Still managing retirement contributions manually?
Re-entering employees, calculating deferrals, and chasing pay dates by hand is exactly the work WealthRabbit takes off your plate. Connect Square once, and your SIMPLE IRA runs itself from every pay run after that.
Contributions calculate on their own
Once someone's enrolled, their SIMPLE IRA contribution is worked out and processed automatically each pay run.
Always up to date
Every pay run refreshes the connection, so contribution and employee records never drift out of sync with Square.
New hires added automatically
New employees, raises, and status changes sync the moment payroll runs, so eligibility stays accurate without a reminder.
No manual employee entry
Your Square roster imports straight into WealthRabbit, so nobody has to type in names or details by hand.
Contributions stay on schedule
Deposits go out in step with your actual pay dates, so nothing runs late and nothing gets forgotten between runs.
Connecting Square takes about five minutes
Here's the whole process, start to finish.
From your WealthRabbit dashboard, head to the Manage Employees section.
Review the permissions WealthRabbit is requesting, then sign in through Square's own secure window.
Employees already enrolled in your SIMPLE IRA sync right away. Everyone else shows up ready to invite.
Select who to invite and send it. From here, Square and WealthRabbit stay in sync on their own.
Your Square employees land in two simple groups
Participating employees
Anyone already contributing to your SIMPLE IRA imports directly, with their contribution details already in sync. There's nothing more to set up for them.
Non-participating employees
Employees on Square who haven't joined the plan yet appear separately, so you can choose who to invite and send them a link to enroll whenever you're ready.
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Accountants & Individuals
Small business owners, freelancers, and CPAs across the country rely on WealthRabbit for their team's retirement future.
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