Retirement & Financial Wellness Basics
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It works similar to a 401k plan but with some big advantages:
Our platform handles all of the recordkeeping and transactions.
Icon acts in the best interest of our clients and is a fiduciary.
We handle enrollment and plan communications.
Icon delivers low-cost funds and built-in investment advice.
Simply approve contributions with payroll through your Icon dashboard.
Icon Companion does not require a 5500, testing, or other federal reporting.
We're integrated with top payroll providers. This means we automatically sync employee data and automate deductions.
We collect information about your payroll so we can link payroll contributions to employees’ individual retirement accounts.
We handle all of the communications and enrollment.
Employees decide how much to save, and their contributions happen automatically when payroll is actioned.
This happens through the Icon administration portal.
No rollover or plan change required.
We've automated administrative work so our fees are significantly lower than other plans.
Flat monthly fee based on company size
Flat monthly fee of $4.00
Connect with our business team. We’re here to help you compare plans and find the right solution for your business.