PrecsionIRA

LeafHouse works with the plan advisor to make the process seamless and easy:

Less costs, principal protection, competitive yields, more service.

Program Highlights

• No cost to the Employer

• Rollover accounts under $7,000

• Advanced data technology research for locating former employees

• Reduces fiduciary risk and minimizes DOL audit exposure

• One Stop Solution for participants to access their funds

• Automated interface with various retirement plan recordkeepers

• Initial participant notification letter distribution

• Competitive interest rates and principal protection

• Tax-free transfer option to a Health Savings Account (HSA)