• Employer Plans
  • Pricing
  • Partners
    Icon for Brokers
  • Learn

    Retirement & Financial Wellness Basics

    Retirement Plan Basics Personal Finances Savings and Investing Life Changes Jargon

    The Icon Blog & Events

    Blog Events Ask Laurie

    Case Studies

    New York City Hospitality Group San Francisco Restaurant Los Angeles Health Care Services Boston Tech Start-Up California Cannabis Company

  • Sign in

    Employer Login Individual Login
  • Get Started
  • Employer Plans
  • Pricing
  • Partners plus minus
    Icon for Brokers
  • Learn plus minus
    Retirement & Financial Wellness Basics plus minus
    Retirement Plan Basics Personal Finances Savings and Investing Life Changes Jargon
    The Icon Blog & Events plus minus
    Blog Events Ask Laurie
    Case Studies plus minus
    New York City Hospitality Group San Francisco Restaurant Los Angeles Health Care Services Boston Tech Start-Up California Cannabis Company
  • Employer Login
  • Individual Login
  • Get Started
arrow-left Back to all posts

Retirement Section

July 28, 2021

arrow-left Back to all posts

Share:

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.

Get udpates in your inbox:

Read more:

10/11/2024
Small Business 401k Provider Alternatives: The Future of Retirement with PRPs
05/14/2024
Understanding the 401k Tax Credit for Small Business Owners
04/08/2024
Understanding CalSavers: A Comprehensive Guide for Employers 2024

1631 NE Broadway St. #815 Portland, OR 97232

1 (503) 917-0590 Contact@IconSavingsPlan.com

  • Employers
  • Self-Employed
  • Enterprise
  • About Us
  • Careers
  • Contact Us
  • Security
  • Blog
  • FAQs
  • Get Started

© 2024 Icon Savings Plan. All rights reserved.  

  • Privacy
  • Disclosures
  • Terms

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 Financials (Form ADV 2 Brochure) which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Clearing Corporation, 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: 503-917-0590

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