For Paychex customers
Guide for individuals coming from the Paychex site.
14 articles
About Icon
How does an Icon IRA work?
How is the Icon IRA different from other IRA's
How will I know my Icon account is active?
What if I am no longer a Paychex customer or no longer with my employer?
What investment options will I have in the new account?
How does the One-Click Rollover work?
How long does a direct rollover take?
Can I rollover other old 401k or IRA plans?
If I rollover my plan can I still make contributions to it?
Are there limits on how much I can roll over?
What happens to my investments in my 401(k) plan when I roll it over to Icon?
How much does Icon charge for the rollover?
How do I track the performance of my investments?