New retirement benefit option: Roth SIMPLE IRA
Jun, 15 2026
What's new
- Roth SIMPLE IRA is now selectable as a policy type when adding a retirement benefit.
- Contributions are deducted post-tax, in contrast to the existing SIMPLE IRA, which remains pre-tax.
- The new option appears in the Type dropdown anywhere you create or edit a retirement benefit policy.
Where to find it
Go to Admin Settings → Retirement → Payroll -> Benefits and deductions, then for Retirement plans choose Roth SIMPLE IRA from the Type dropdown.
New retirement benefit option: Roth SIMPLE IRA
Jun, 15 2026
What's new
- Roth SIMPLE IRA is now selectable as a policy type when adding a retirement benefit.
- Contributions are deducted post-tax, in contrast to the existing SIMPLE IRA, which remains pre-tax.
- The new option appears in the Type dropdown anywhere you create or edit a retirement benefit policy.
Where to find it
Go to Admin Settings → Retirement → Payroll -> Benefits and deductions, then for Retirement plans choose Roth SIMPLE IRA from the Type dropdown.
