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  2. Businesses
  3. Frequently Asked Questions

Frequently Asked Questions

  • What is Icon?
  • What is an IRA?
  • What is a Traditional IRA?
  • What is a Payroll Deduct IRA?
  • What type of IRA does Icon offer?
  • What are the advantages of Icon?
  • What are the fees with Icon?
  • Who is eligible to join Icon?
  • Is my company qualified to offer Icon?
  • Is there a minimum number of employees needed to setup Icon?
  • Why Icon doesn't have the same regulations as 401(k)'s?
  • What investments are available through Icon?
  • How much can employees contribute into Icon?
  • What are the employer’s administrative responsibilities?
  • Do I need to withhold taxes on the employee's contributions into their Traditional IRA?
  • Can I stop offering the plan if it no longer matches the needs of my company?
  • What are the vesting rules?
  • How do I make changes to my account profile information?
  • How do I manage my Icon plan for my employees?
  • What happens when an employee leaves the company?
  • Can employees take a loan from their Traditional IRA?

2443 Fillmore St, San Francisco, CA 94115

1 (503) 917-0590 Contact@IconSavingsPlan.com

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© 2020 Icon Savings Plan. All rights reserved.  

  • Privacy
  • Disclosures

This website is operated and maintained by The Icon Savings Corporation (together with its subsidiaries and affiliates, “Icon”). By using this website, you accept our Privacy Policy.

Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment advisor. Investment advisory services are provided by Icon Financial Services LLC (“Icon Financial”) through its online platform and are available only to residents of the United States over 18 years old. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature, and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a complete description of Icon’s investment advisory services. Certain investments are not suitable for all investors. Icon reserves the right to restrict or revoke any and all offers at any time.

Before opening an investment advisory account, you should review Icon Financials (Form ADV 2 Brochure) which includes a description of certain risks, conflicts, and fees associated with participating in the Icon platform. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides custody and clearing services for Icon Financial.

Icon and its affiliates do not provide tax or legal advice.

Email: Support@IconSavingsPlan.com

Tel: 503-917-0590

Information provided by Icon Customer Support is for informational and general educational purposes only and is not investment or financial advice.