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Why choose Icon over CalSavers?

March 16, 2022

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

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1631 NE Broadway St. #815
Portland, OR 97232
1 (888) 544-9451
Contact@IconSavingsPlan.com

For Businesses

Overview What We Offer Pricing How It Works Who We Work With The Icon Advantage

For Individuals

Overview Rollovers Saving Through an Employer Job Change: What to Do

For Partners

Overview Payroll Franchises Financial Advisors Benefits Brokers

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This website is operated and maintained by The Icon Savings Corporation (together with its subsidiaries and affiliates, “Icon”). By using this website, you accept our Privacy Policy.

Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC (“Icon Financial”) through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon’s investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time.

Before opening an investment advisory account, you should review Icon Financial’s Form ADV 2 Brochure which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Fintech Solutions, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides custody and clearing services for Icon Financial.

Icon and its affiliates do not provide tax or legal advice.

Email: Support@IconSavingsPlan.com

Tel: 888-544-9451

Information provided by Icon Customer Support is for informational and general educational purposes only and is not investment or financial advice.