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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.

An employer that offers a 401(k) plan to employees. The plan sponsor chooses the 401(k) plan, the plan provider, and the plan administrator.

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

For Businesses

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Overview Rollovers Saving Through an Employer Job Change: What to Do

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