iconsavingsplan.com Open in urlscan Pro
172.67.10.4  Public Scan

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Effective URL: https://iconsavingsplan.com/
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 * Employer Plans
 * Pricing
 * Partners
   Icon for Brokers
 * Learn
   Retirement & Financial Wellness Basics
   Retirement Plan Basics Personal Finances Savings and Investing Life Changes
   Jargon
   The Icon Blog & Events
   Blog Events Ask Laurie
   Case Studies
   New York City Hospitality Group San Francisco Restaurant Los Angeles Health
   Care Services Boston Tech Start-Up California Cannabis Company
 * Employer Login
 * Individual Login
 * Get Started


WELCOME TO A NEW ERA IN RETIREMENT BENEFITS:


PORTABLE RETIREMENT PLANS (PRPS)

The easiest, most affordable way to offer a retirement plan to your employees.




The smart alternative to a 401k.


PRPS WORK LIKE A 401K BUT WITHOUT THE HIGH COST, REGULATORY COMPLEXITY AND
FIDUCIARY BURDEN.

Get started

Icon PRP

 * Tax-advantage savings
 * Automatic payroll contributions
 * No federal filings or reporting
 * No fiduciary burden
 * Flat monthly cost, predictable pricing
 * Works for everyone W2 and 1099
 * No rollover required
 * No ERISA fidelity bond

401k plan

 * Tax-advantage savings
 * Automatic payroll contributions
 * Annual filings and federal reporting
 * Employer is fiduciary
 * Expensive to maintain
 * Restricted to qualified W2
 * Requires a complicated rollover
 * Requires ERISA fidelity bond


IMPRESSIVELY SOPHISTICATED.
IMPOSSIBLY EASY.

Set up your company’s plan in minutes.
No plan documents. No lawyers. No headaches.

Integrates with 200+ payroll providers



Affordable pricing with no hidden fees.


OUR PRICING PROMISE.

Icon’s PRP is so affordable because we’ve built a fully automated system that
reduces costs. And we pass those savings on to you and your employees.

Pricing is a flat monthly fee based on the size of your company, and all plans
include full-service recordkeeping, integrated payroll processing, employer
dashboard, employee onboarding, customer support, and compliance management.
Get a quote

Portable Retirement Plans


DESIGNED TO MAKE A DIFFERENCE.

Icon’s PRPs deliver fully integrated portability through an innovative IRA-based
plan.


WHY BUSINESSES LOVE IT.

Employers win

We’ve removed the sponsorship burden that comes with 401k plans.

This means less admin, reduced costs, and no fiduciary responsibilities.




WHY EMPLOYEES LOVE IT.

Employees win

Icon is the fiduciary, so we act in the employee’s best interest.

Unlike 401ks, our plans are portable, and travel with individuals when they
change jobs.



An innovation leap


BUILT TO SOLVE
THE BIG CHALLENGES.

1.
Seamless Portability

No more rollovers, cash outs or orphaned plans

2.
Universal Accessibility

Everyone is eligible:
W2 and 1099

3.
Built-in Security

Built from the ground-up with bank-level security


SUCCESS STORIES.

California


PAYROLL PROVIDER



San Francisco


RESTAURANT



California


CANNABIS COMPANY



New York City


HOSPITALITY GROUP



Los Angeles


HEALTH CARE SERVICES



Boston


TECH START-UP



Whether you’re a small business or enterprise,
we have a plan for you.


WHICH PRP
IS RIGHT FOR YOU?


ICON STATE

A qualified and complete solution that meets a state retirement plan mandate.




ICON PRIMARY

For Employers who want an easy-to-use plan without the cost, complexity, and
fiduciary risks of a 401k.




ICON COMPANION

Expand retirement benefits by offering Icon alongside an existing 401k.



Not happy with your current plan?


SWITCH TO ICON.
IT’S EASY.

Thinking about making a change from a 401k plan to an Icon PRP?

Talk to an expert



TAKE THE PRODUCT TOUR.




QUESTIONS?
LET’S TALK.

We’re here to help you compare plans and find the right solution for your
business.

Contact us



BECOME AN
ICON INSIDER.

Each month, we’ll deliver curated articles, blogs, and trends straight to your
inbox.

Email*

FirstUserURL

GCLID





1631 NE Broadway St. #815 Portland, OR 97232

1 (503) 917-0590 Contact@IconSavingsPlan.com

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© 2024 Icon Savings Plan. All rights reserved.  

 * Privacy
 * Disclosures
 * Terms

 * 
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 * 

This website is operated and maintained by The Icon Savings Corporation
(together with its subsidiaries and affiliates, “Icon”). By using this website,
you accept our Privacy Policy.

Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment
advisor. Investment advisory services are provided by Icon Financial Services
LLC (“Icon Financial”) through its online platform and are available only to
residents of the United States over 18 years old. Nothing on this website should
be considered an offer, solicitation of an offer, or advice to buy or sell
securities. Past performance is no guarantee of future results. Any historical
returns, expected returns, or probability projections are hypothetical in
nature, and may not reflect actual future performance. Account holdings are for
illustrative purposes only and are not investment recommendations. The content
on this website is for informational purposes only and does not constitute a
complete description of Icon’s investment advisory services. Certain investments
are not suitable for all investors. Icon reserves the right to restrict or
revoke any and all offers at any time.

Before opening an investment advisory account, you should review Icon Financials
(Form ADV 2 Brochure) which includes a description of certain risks, conflicts,
and fees associated with participating in the Icon platform. Apex Clearing
Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC,
provides custody and clearing services for Icon Financial.

Icon and its affiliates do not provide tax or legal advice.

Email: Support@IconSavingsPlan.com

Tel: 503-917-0590

Information provided by Icon Customer Support is for informational and general
educational purposes only and is not investment or financial advice.

1   This information is for illustrative purposes and general education purposes
only and does not represent actual costs you may incur using another retirement
services provider. Information shown assumes the average cost from publicly
available pricing information from leading 401k plan providers as of May 2022.
The comparison does not include additional fees that may be incurred with a 401k
plan.