Icon B2B Case Studies & Customer Successes

Icon transformed retirement benefits by seamlessly blending digital technology with innovative plan design to create a new type of retirement benefit: a PRP (Portable Retirement Plan). This innovative approach removes the regulatory complexity and administrative burden from employers and delivers personalized saving and investing to employees. Icon is a full-service retirement provider, committed to delivering user-friendly, affordable retirement solutions to businesses of all sizes.

Case Studies

Showing 6 Icon Customer Success Stories

search button

This Massachusetts start-up wanted to offer their full-time employees a best in class retirement plan

California Cannabis Company - Customer Case Study

California Payroll Provider - Customer Case Study

Home Health Care Company - Customer Case Study

New York City Hospitality Group - Customer Case Study

This San Francisco restaurant needed to meet the California state mandate and didn’t want to use the plan managed by the state of CA

No matching case studies