Attract and Retain New Clients
The Retirement Benefit Your Clients Will Love.
Icon partners with payroll companies to make it easy for their clients to offer an easy-to-use, cost-effective retirement benefit. The Portable Retirement Plan (PRP) by Icon is a new type of benefit—it brings the familiarity of a 401(k) with tax-advantaged savings and the flexibility of an IRA. Our all-digital solution delivers automated plan management at half the cost of a traditional 401(k) plan.
Stay Competitive. Increase Revenue. Build Lifelong Clients.
Partner with Icon to unlock a retirement benefit offering that will help you grow your business.
Smart and Seamless
Our turnkey plans are integrated with your payroll, making it easier than ever for clients to offer a retirement benefit.
Bundled Solutions
Bring your clients a modern, differentiated alternative to the 401(k).
Win Prospects and Boost Client Retention
Add more value to your service offering and standout from your competitors.
Offer Better Retirement Benefits without the Hassle.
1
Dedicated Support
Receive dedicated support for both you and your clients.
2
Go-to-Market Resources
Access content to help you add value, educate, and stay top-of mind with clients.
3
Compliance Updates
Educational content and material on retirement including compliance and state-mandates.
A Hands-Off Payroll Integration Delivers a Seamless Experience for Your Clients.
Our payroll integration makes retirement benefits effortless. Icon automatically syncs employee data, processes contributions, and handles updates—no manual uploads or extra admin. It’s a seamless, hands-off solution that saves time for you and your clients.
State Mandates
Help Your Clients Meet a State Retirement Mandate.
Most states have proposed state-mandated retirement plan legislation and 12 states have active programs in place. Help them meet the mandate with an affordable, full-service retirement plan.
Take a Product Tour.
A game changing alternative to the 401(k)
Questions About a Partnership?
Schedule time today to discuss how we can work together to help you grow your business.
Frequently Asked Questions
How is an Icon PRP Different from a 401(k) or a State IRA?
The Icon PRP is a payroll deduction IRA which allows employers to facilitate the plan through payroll deductions. Since it is not an ERISA plan, employers can offer a tax-advantaged retirement benefit without federal testing, filing, or fiduciary burden.
Who is Responsible for Managing the Plan?
With Icon’s PRP, both the employer and payroll provider have minimal responsibilities. Each employee owns their individual retirement account directly through Icon. As a registered investment advisor and fiduciary, Icon handles all account oversight, compliance, and investment management—removing complexity and liability from employers and our partners.
Does Icon Support Rollovers?
Yes, Icon supports rollovers. Our product was designed with portability in mind—when employees change jobs, their retirement savings stay with them, not their employer. If an employee wants to consolidate their savings by rolling over an old workplace 401(k) into their Icon PRP, they can easily start the process through their account dashboard. It’s all part of making retirement saving simple, flexible, and employee-owned.
What Are the Benefits of Partnering with Icon?
As a strategic payroll partner, you’ll be able to:
1. Offer an easy, cost-effective retirement benefit to your clients or prospects that aren’t suited for traditional retirement plans like a 401(k).
2. Enhance your service offering with minimal administrative lift, allowing you to increase revenue and build lifelong client relationships
3. Stay ahead of growing state-mandates with a solution that is automated and compliant with state programs.
4. Differentiate your business from legacy providers and reach an underserved market to help increase access to retirement savings.