SIMPLE Pro IRA

SIMPLE Pro IRA is a solution that behaves like a 401(k) to provide financial professionals and plan sponsors the benefits and convenience of 401(k) plan features.


Your Clients Will Benefit With SIMPLE Pro


  • Designed for small businesses with up to 100 employees.
  • Easy plan design with no complex IRS forms to complete.
  • Lower administration costs than a 401(k) plan.
  • Tax-deductible business expenses for mandatory employer contribution

  • Higher contribution limits compared to a traditional IRA or Starter K.
  • Immediate vesting of employee and employer contributions.
  • Quality investments options screened and monitored by LeafHouse, an investment fiduciary.

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