Icon
Icon Savings Plan provides an affordable, portable retirement savings solution that helps employers offer meaningful retirement benefits without the complexity, cost, or administrative burden of traditional plans.
Company Overview
Icon Savings Plan is redefining retirement benefits with a modern, fully managed savings solution designed to make retirement planning more accessible for both employers and employees. Through its Portable Retirement Plan (PRP), Icon delivers tax-advantaged retirement savings with automated contributions, personalized investment portfolios, and seamless portability that allows employees to keep their retirement account as they move between jobs.
The partnership between Würk and Icon gives employers access to a simple, affordable retirement benefit that integrates with payroll processes while eliminating many of the requirements associated with traditional retirement plans. With no federal filing requirements, no annual plan testing, and no fiduciary burden for employers, Icon helps organizations offer a highly valued financial wellness benefit that can strengthen employee retention and long-term financial security.
The Advantage
The Würk and Icon partnership makes it easier for employers to provide a retirement benefit that supports employee financial wellness without the cost, complexity, and administrative challenges commonly associated with traditional retirement plans.
- Offer an affordable retirement benefit with transparent pricing and no hidden fees.
- Reduce administrative burden with a fully managed solution that eliminates many traditional plan requirements.
- Help employees build long-term financial security through automated savings and personalized investment portfolios.
Services & Solutions
Icon provides a full-service portable retirement savings platform that includes account administration, employee enrollment, payroll-connected contributions, compliance support, investment management, customer service, and participant education. The solution is designed to give businesses a turnkey retirement benefit while helping employees save and invest for their future.
Key Features
Icon’s Portable Retirement Plan combines automated payroll contributions, personalized investment portfolios, account portability, and digital account management in a single platform. Employees can maintain the same retirement account throughout their career, while employers benefit from a simplified program with no federal filing requirements, no annual plan testing, and no fiduciary responsibility.
Partnership Model
Würk and Icon maintain a strategic partnership focused on expanding access to affordable retirement savings benefits. Through this partnership, Würk clients can connect with Icon to implement a modern retirement solution for their workforce. The partnership provides employers with access to a trusted retirement benefits provider that complements Würk’s workforce management and payroll offerings.
Ready to Get Started?
Connect with our team to discuss your needs, request more information, or explore partnership opportunities.