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Plan provider

May 2, 2025

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.

A financial services company that provides your 401(k) plan’s investments. It could be a mutual fund company, a brokerage firm, or an insurance company. Plan providers also offer plan administration and recordkeeping services, though your employer may hire a separate company to act as plan administrator.

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

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