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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Small-Business Retirement Plans

Get the advantage of retirement savings accounts with no account fees or minimums to open. Small business owners and self-employed individuals will also get simplified plan management and specialized customer service—24 hours a day, 7 days a week.*

Compare all small-business plans

Questions?

800-544-5373 800-544-5373
Find an Investor Center

* System availability and response times may be subject to market conditions.

No account fees or minimums to open Fidelity retail IRA accounts. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs), and commissions, interest charges, and other expenses for transactions, may still apply. See Fidelity.com/commissions for further details.

Zero minimums generally apply to Fidelity share classes that previously required investment minimums of $10,000 or less and for stock and bond index fund classes that previously had minimums of up to $100 million. Some Fidelity mutual funds have minimum investment requirements. Other fees and expenses may apply to continued investment as described in the fund’s current prospectus. See the fund’s prospectus for details.

559602.15.1

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Small-Business Retirement Plans

Your retirement savings made easier

SEP IRA

Investment-Only Retirement Account

SIMPLE IRA

401(k) for Small Businesses

Learn more

Maintaining your plan

Questions?

From our experts