Challenge
They were looking for a plan that reduced operational costs, is easy to use and doesn’t require a lot of management. They spoke to a handful of 401k providers and they couldn’t find a plan that met their requirements.
Result
Using Icon’s Primary plan they were able to set up their plan in a couple of days.
“I didn’t want the fiduciary burden that comes with a 401k plan, plus we don’t have to have fiduciary insurance.”
– Founder