Overwhelmed by retirement planning? BNA has you covered through our partnership with WealthRabbit. From setup to ongoing contributions, this fully digital platform simplifies retirement plan management—all in one easy-to-use place.
WeathRabbit Benefits
Get Started With Ease
Setup takes minutes—no printing, mailing, or paperwork. With payroll integration and simple rollovers, onboarding is fast, accurate, and hassle-free.
Powerful Reporting
Gain insights with real-time data on contributions, investment performance, and account activity—helping you make informed financial decisions.
Safe and Secure
Protected by 256-bit SSL encryption and two-factor authentication, your account and data stay secure with bank-level security standards.
Empower Your Team
A self-service portal walks employees through setup with educational tools and on-demand support—building clarity and confidence.
Access from Anywhere
Easily manage your plan from any device—run contributions, check balances, and access accounts from your phone, tablet, or computer.
Learn More About WealthRabbit
Visit wealthrabbit.com to see how this all-in-one platform is simplifying retirement planning.
Co-founded by Adam and Jason Ackerman of BNA CPAs & Advisors, WealthRabbit delivers smart, affordable retirement plans—backed by trusted financial experts.
“When we moved to South Carolina and continued to grow, I sought out a larger CPA firm that was small enough to know who I am and build a relationship with me, yet large enough to have different internal specialists and viewpoints. BNA has fit that bill for me very nicely.”
