Want to see how it works?
Need to contact us right away?
(503) 917 0590 contact@iconsavingsplan.com
CPR Financial and Insurance Services is partnering with Icon Retirement to make it easy for our customers to deliver a retirement plan.
Why businesses choose Icon as their retirement provider:
1
It's the easiest, most affordable plan
2
To attract and retain employees
3
To meet a state mandate
Icon is a full-service retirement plan provider.
Icon's retirement solutions remove the pain-points that come with traditional plans.
- No fiduciary liability
- No federal reporting or testing
- No ongoing plan diligence
- No government filing
- No administrative burden
Setting up your plan takes minutes.
1
Create account
We collect and verify information about your company and link to your payroll and banking partners.
2
Kick off call with your dedicated account manager
We’ll help make sure your plan is set up, answer any questions you have and give you tips on communicating with your employees about your new benefit.
3
We’ll enroll and onboard your employees
Icon will create an enrollment plan based on your preferences and unique needs.
After onboarding the only administration needed is contribution management, which is done through the Icon dashboard. Contributions can be set up to run automatically or managed as part of payroll processing.
Employers pay a flat monthly fee.
No hidden fees, no transaction fees.
All plans include:
Full-service recordkeeping
Integrated payroll processing
Employer dashboard
Employee onboarding
Customer support
Compliance management
1-10
Employees
$40/mo
$80 one-time setup fee
That’s all you pay. Period.
Get Started11-25
Employees
$80/mo
$160 one-time setup fee
That’s all you pay. Period.
Get Started26-50
Employees
$140/mo
$280 one-time setup fee
That’s all you pay. Period.
Get Started51-100
Employees
$200/mo
$400 one-time setup fee
That’s all you pay. Period.
Get Started100+
Employees
Talk to a retirement specialist
Let’s TalkReady to get started now?
Select your company size and get started today.
John Whiteside,
Head of Sales
Help your employees save smarter with a tax-advantaged personal retirement plan.
Low fees
Help your employees keep more of their savings with our flat-fee pricing. We don't charge an AUM fee.
Smart portfolios
Support your employees in reaching their long-term wealth goals with smart portfolios that are tailored to their needs.
Easy to use
Deliver the plan your employees want: a personalized, easy-to-use plan that takes the guesswork out of saving and investing.
Trusted by business of all sizes across America
San Francisco Restaurant
This San Francisco restaurant needed to meet the California state mandate and didn’t want to use the plan managed by the state of CA.
Read more
California Cannabis Company
This franchise cannabis company has several businesses with one central HR team. They have been trying to find a way to comply with the CA State mandate, but haven’t been able to find a 401k provider at a reasonable cost.
Read more
New York City Hospitality Group
This New York based group had been researching retirement benefits. They wanted to offer a plan to their employees but were unable to find a solution that was affordable and easy to use.
Read more
Los Angeles Health Care Services
An important part of the community, a home health care company wants to help their 1099 contractors build their financial security and save for their futures.
Read more
Boston Tech Start-up
This Massachusetts start-up wanted to offer their full-time employees a best in class retirement plan.
Read moreFrequently Asked Questions
Q:
What’s the catch?
There is no catch. We use technology to automate administrative tasks, this allows us to keep our pricing low and we pass that savings on to you. Businesses pay a flat monthly fee that covers the plan operating costs, there are no additional transaction fees. Participating employees pay a flat monthly fee of $4, deducted from their month-end account balance.
Q:
Does this connect to my payroll system?
Yes. Our platform connects to your bank and payroll.
Q:
How do I know my investments are secure?
We use bank-level security. Icon accounts are held by Apex, one of the most trusted custody banks in the United States.
Q:
Are contributions tax-deferred?
Yes. Employees’ savings are placed in a tax-deferred Individual Retirement Account.
Q:
What investments are available?
Icon uses low-cost ETFs from leading asset managers. Our portfolios are constructed with ETFs with average fund fees are 0.06%, which is significantly less than the industry average of 1.13%*. Icon receives no sales commissions or other fees associated with the selection of funds.
*2019, 401k Book of Averages
Ready to get started?
Sign up now by filling out the form.
Sign upSchedule a call to talk to a retirement specialist.
Schedule a call