Modern retirement solutions, made more accessible

Making retirement benefits, financial advice, and planning more accessible for SMB employees

Join AgeraFi to access hassle-free retirement plans tailored for small and medium-sized businesses. Take control of your financial future with our AI-powered tools and diversified investment options.

Our products

Simple 401K

Pooled 401K

Simple IRA

Key Features

At AgeraFi, we focus on simplifying retirement and financial planning through cutting-edge technology and user-friendly design.

Streamlined Retirement Plans

Our platform offers hassle-free simple 401(k) and IRA setup specifically designed for SMBs. We prioritize simplicity and effectiveness to ensure a seamless experience.

Tailored Solutions

Automated Compliance & Reporting

Stay Compliant

With built-in tools for recordkeeping, audits, compliance, and regulatory filings, AgeraFi ensures that compliance and reporting is never a concern for employers, and we ensure employer costs.

Engaging Employee Tools

AI-Powered Guidance

Employees can benefit from AI-powered financial guidance, budgeting tools, and diversified investment options, including diversified investment fund options, to make informed decisions for their financial future.