For Employers
Information about the types of plans Icon offers and how they work.
54 articles
- Onboarding and What to Expect After Creating Your Icon Account
- Understanding KYB: What It Is and Why It Matters
- Linking Your Bank Account
- Adding Payroll Groups
- Updating Payroll Schedules
- How to Set Up an Icon Deduction Code
- How to Ensure Payroll Deductions Are Set Correctly
- How to Send Employee Invites Through Icon
- Running your first Payroll with Icon & Processing Contributions
- What to do if you miss a payroll
- What Does the Enrolling Section Mean?
- How do I get my employees excited about Icon?
- Managing Employee Contribution Changes
- Downloading Contribution Reports
- How to Offboard Employees
- How to add a new administrator
- How to resend an invite to employees
- Does Icon support an employer match?
- Do employer contributions count towards the IRA limit?
- How to white-list Icon in your bank account
- Does Icon Support Employer Matching?
- Who is Icon?
- How is the Icon IRA different from other IRA's?
- What data / information is being shared ?
- Can employees contribute to multiple IRA's?
- How do the taxes work?
- What is a direct rollover, and how does it differ from an indirect rollover?
- Do employees need employer approval before rolling over their 401(k) funds?
- When can an employee roll over their 401(k) to an IRA?
- Can employees do a rollover while still employed, or only after leaving the company?
- Can the employer restrict rollovers for certain employees?
- Are employees allowed to roll over a 401(k) loan balance into an IRA?