Icon

Savings and Investing

Life Changes

My employer is offering Icon. How does it work?

If your employer is offering Icon, you’ll be enrolling in Icon Savings Plan. This means your pre-tax savings contributions will be automatically transferred from your employer’s payroll into your Icon account. This is a simple and easy way to make sure you are saving for retirement.

Icon Savings Plan is an Individual Retirement Account (IRA) connected to your employer’s payroll. When you enroll in Icon Savings Plan, your savings contributions happen automatically. You decide how much you want to set aside, and every time you get paid, that amount is automatically transferred into your Icon Savings Plan retirement account.

You can track your progress, check your contributions, and make changes anytime.

Here’s how it works:

  • Enroll in Icon Savings Plan through our 5 minute enrollment process.
  • Be sure to have your employer’s Icon Savings Plan account ID number and address to enroll on hand. If you don’t have this number, you’ll need to get it from your employer.
  • Once your account has been set up, your contributions will happen automatically through payroll when you get paid. You can change your contribution amount at any time.

Because Icon is fully portable, if you leave your employer, your Icon account goes with you, it’s your account for life. All of your account information and investments will remain the same, which means you won’t have to do an expensive rollover. You can then continue to fund your savings contributions through a personal account or through your next employer.

What if my employer doesn’t offer Icon?

No problem, you can enroll in Icon without your employer.

Click Here to Get Started!

 

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