Icon makes rolling over retirement savings effortless. When employees move their funds from a Paychex 401(k), Icon handles the heavy lifting—eliminating the paperwork and complexity. Employees simply create an Icon account, open an IRA, and follow an easy step-by-step process within their Paychex portal to transfer their funds.
Once rolled over, their savings are invested in a professionally managed portfolio tailored to their needs. Icon is a Registered Investment Advisor. Employees have full access to their account, allowing them to view and manage their portfolio anytime through the Icon platform.