We’ve removed the cost, complexity, and bureaucratic rigmarole.
It’s like a 401k, with automatic pre-tax payroll deductions, but without the headaches. It’s ready-to-use and absolutely everyone qualifies: full-time, part-time and contractors.
It just takes 5 minutes
No fiduciary responsibilities
Low cost for employees
Easy to use and track through mobile app
With no hidden costs
From the world's leading asset managers
5 minutes to set-up, no plan design required.
All online enrollment, intuitive tools.
Simple management of contributions.
Full-time, part-time and independent contractors. It's a non-ERISA plan.
No plan design required. We provide all enrollment and plan communications.
Through our FI Academy people will have access to help with personal finances.
No more rollovers, or abandoned or lost accounts. Icon travels with you.