Icon Savings Plan

Everything you need to know about your Icon IRA and our online portal.

For Individuals

What is an IRA?

My employer is offering Icon, how does it work?

If I have a 401(k) can I also use Icon?

Setup guide to open an account or link a bank

Account setup

How to login to my Icon account

How do I reset my Icon password?

What happens if I leave my employer?

Add funds, Take a distribution, Make account changes

Managing your account

What investments does Icon offer?

Is Icon a pre-tax account? Why are my contributions post-tax?

2024 Tax Form FAQs

Choosing a Traditional vs. Roth IRA

investment questions, plan fees, and tax options

Tax questions and plan fees

Can I roll over my retirement accounts into Icon?

How to take a partial distribution

How to take a full distribution, and close your account.

Rollover FAQ

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?

Guide for individuals coming from the Paychex site.

For Paychex customers

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?

Learn about the One-Click Rollover, manage your funds

One-Click Rollover Questions

Privacy

Disclosures

Terms

Find answers and get help from Intercom Support and Community Experts

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