Retirement for Individuals
Rolling Over Your 401(k) Just Got Easier.
Have an old 401(k) sitting with a former employer? Many people forget about these accounts, but over time, high fees and limited investment options can eat away at your savings.
Moving your retirement accounts into an Icon IRA is simple, seamless, and stress-free.
How Rolling Over to Icon Works.
We’ve made rollovers simple. No paperwork nightmares, no complicated forms—just an easy, guided process.
1
Open Your Icon IRA
Set up your account in minutes. You’ll answer a few simple questions, and we’ll help you choose the right portfolio based on your goals.
2
Confirm Your 401(k) Details
Once your Icon account is ready, we’ll guide you through the process of moving your old 401(k). You don’t have to figure this out alone—we’re here to help.
3
We Handle the Rest
Our team takes care of the transfer, working with your 401(k) provider to ensure your savings land safely in your new account. No headaches, no long wait times, just a smooth transition.
What Happens After You Roll Over?
Once your funds arrive in your Icon IRA, your money gets to work.
Invested Automatically
Your savings go into a professionally managed portfolio, designed for long-term growth.
Always Yours
Your retirement savings stay in one place, easy to manage, no matter where life takes you.
Grow Your Savings
After your rollover, you can keep building your retirement savings by making new contributions—automatically or anytime you choose
Move Your Savings Forward.
Don’t leave your retirement behind, rolling over your old 401(k) gives you more control.
Low Fees
Many 401(k) plans charge hidden administrative and investment fees that eat into your savings.
More Control
Old 401(k)s lock you into the plan’s investment options, which may not be the best fit for your goals. With Icon, you’re in charge—you get a professionally managed portfolio built around your needs.
No Paperwork
Managing multiple old accounts can be confusing. Instead of juggling different logins, statements, and rules, rolling over into Icon keeps everything in one place.
Stay Invested
Some people withdraw their 401(k) savings when they leave a job—but that can trigger tax penalties and lost future growth. A rollover lets your money keep growing, tax-advantaged.
Rollover Questions
How Long Does It Take?
Generally, it takes 7–10 business days after the funds have left your old provider for the funds to appear into your Icon account. This includes mail time, processing, and time for the funds to settle. You will be notified via email as soon as the funds appear in your Icon account. If you are using our One-Click Rollover technology, it will typically take 1–2 business days, and there is no check mailing and no paperwork.
What Accounts Can I Rollover?
You can roll over a 401(k), 403(b), IRA, and other account types.
What fees does Icon charge for an IRA?
Pricing is 0.37% annually based on assets under management. Plus, for account balances over $500 there is a flat monthly fee of: $1/month for $1,001–$3,000 $2/month, $3,001 or more $4/month. Icon does not charge trading fees.