For Employers
Information about the types of plans Icon offers and how they work.
48 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 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 whitelist Icon in your bank account
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?