Edward Jones SIMPLE IRAs opened before June 9, 2017

View, print or save the most recent version of the complete SIMPLE IRA Agreement:

Related disclosures we provide when you open a SIMPLE IRA:

  • Department of Labor (DOL) Exemption for Uninvested IRA Cash Balances
    The following document contains details on exemptions issued by the Department of Labor from certain restrictions of the Employee Retirement Income Security Act of 1974 and/or the Internal Reenue Code of 1986.
    Department of Labor (DOL) Exemption for Uninvested IRA Cash Balances (PDF)