Icon Savings Plan aims to make retirement savings plans accessible, affordable, and easy to manage for small business owners and their employees. By leveraging technology and automation, the company offers full-service 401(k) plans that reduce administrative burdens and costs typically associated with such benefits. They act as a 3(16) Plan Administrator and a 3(38) Investment Manager, taking on fiduciary responsibilities to ensure plan compliance and manage investments on behalf of their clients. The company's mission is to help close the retirement savings gap by empowering businesses that previously could not afford or manage a 401(k) to offer one.

Founded in

United States