Icon Savings Plan

What is Icon?

Information about the types of plans Icon offers and how they work.

For Employers

State Retirement Mandates

Getting Started

How to setup payroll deductions

Employer ACH allow-list

Link/unlink bank accounts, Payroll groups, and Deductions

Bank Account and Payroll

How does Icon protect client funds?

Login questions, Admin questions, and Investment security

Security

What data / information is being shared ?

Can employees contribute to multiple IRA's?

How do the taxes work?

click here for info about our Paychex and Icon integration, and one click rollover

For Paychex Employers

How does the one-click rollover benefit my company?

Do I have to pay a fee to Icon for my former employees to use the one-click rollover?

Do I have to manage the rollover for my employees?

Info on the One-Click Rollover and how it impacts your business

One-Click Rollover Questions

Privacy

Disclosures

Terms

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.