Webinar: Beyond the 401k

Portable retirement. A new kind of plan built for today's workforce.


April 6, 2021

11:00PT | 2:00ET

Presented By

Laurie Rowley

Retirement industry expert and CEO of Icon.

The pandemic has changed how people look at their retirement savings. Most workers feel they haven’t saved enough, and financial stress is accelerating. Join this webinar and learn how portable retirement helps you and your employees:

  • Increase the financial wellness of your workforce, by offering a personalized individual retirement plan in addition to your current plan
  • Deliver an innovative tax-advantaged retirement benefit without the cost, complexity, and fiduciary risks of DC plan
  • Demonstrate your commitment to equity in the workplace, by offering everyone a plan, portable plans works for W2 and 1099

A portable retirement plan can be offered in addition to a 401k or 403b plan. Employees can save in both plans at the same time and benefit from tax-advantaged savings.

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