San Francisco Restaurant
“It’s great that workers can take their plan with them when they leave, with no rollover or anything. And it’s one less thing for me to worry about.”
Resource Center
Get helpful information and financial education.
Other Resources:
Resources
Retirement Wellness Basics
The impact of high fees on savings
Retirement Wellness Basics
Naming a beneficiary
Retirement Wellness Basics
Why you should review your 401k statement
Retirement Wellness Basics
Changing jobs? What to do with that 401k
Retirement Wellness Basics
Why you should save early and often
Retirement Wellness Basics
What’s an ETF?
Jargon.
Don’t speak the language of finance? Most people don’t. We’ve put together a glossary of frequently used terms.
Case Studies
$1,800
Saved annually
40 min
To implement
20 min
Of admin time monthly
Boston Tech Start-up
“I didn’t want the fiduciary burden that comes with a 401k plan, plus we don’t have to have fiduciary insurance.”
12
Full time W-2 employees
$1,728
Dollars saved annually
1.5
Hours to implement
Los Angeles Health Care Services
“It works like a 401k plan but for 1099 contractors, this is a huge help to our business.”
350
Full time 1099 employees
$8,640
Dollars saved annually
2
Hours to implement
New York City Hospitality Group
“We didn’t know a plan like this existed!”
300
Full time W-2 employees
$7,440
Dollars saved annually
4
Hours to implement
California Payroll Provider
“Being able to refer my customers to Icon allowed me to solve a real problem for my customers.”
$4.5K
Referral fees paid in first 60 days
9
Clients referred in first 60 days
300
Total number of customers
Want to learn more?
We’re here to help you compare plans and find the right solution for your business
Become an Icon Insider.
Each month, we’ll deliver curated articles, blogs, and trends straight to your inbox.