Challenge
This popular restaurant was looking for a way to meet the mandate and offer an easy-to-use plan to their people. 401k plans with their legal requirements and costs was out of reach for this company.
Result
Using Icon’s State plan, they were able to meet the mandate and offer a low-cost, high-quality plan to their people.
"It’s great that workers can take their plan with them when they leave, with no rollover or anything. And it’s one less thing for me to worry about.”
– CFO