Company Research Report: The Icon Savings Corporation

Company Overview

• Name: The Icon Savings Corporation

• Mission: The mission of Icon is to simplify the complex process of retirement savings, providing fair and transparent investment information and giving individuals ownership and control of their retirement savings.

• Founded: No information is available regarding the specific founding date.

• Founders:

• Laurie Rowley (Co-Founder, CEO)

• Sasha Mace (Co-Founder, CTO)

• Alex Rowley (Co-Founder, Head of Advisory Services)

• Key People:

• Alok Singh (Principal Engineer)

• John Whiteside (Head of Sales)

• Lindsay Hessel (Head of Customer Success)

• Lisa Ross (Head of Marketing)

• James Williams (Frontend Software Engineer)

• Doris Warren (Associate Frontend Software Engineer)

• Ricky Valencia (Backend Software Engineer)

• Matt Kelly (Account Executive)

• Headquarters: 1631 NE Broadway St. #815 Portland, OR 97232

• Number of Employees: No information is available.

• Revenue: No information is available.

• Industry Recognition: Known for its innovative approach to retirement savings plans and its focus on delivering a more financially secure future through its portable retirement plans.

Products

Icon PRP (Portable Retirement Plan)

• Description: Icon PRPs are designed as an innovative alternative to traditional 401k plans. They entail low cost, minimal regulatory complexity, and no fiduciary burden.

• Key Features:

• Tax-Advantaged Savings: Offers the same tax benefits as traditional retirement plans.

• Automatic Payroll Contributions: Simplifies the savings process for employees.

• No Federal Filings or Reporting: Reduces administrative burden.

• Universal Accessibility: Available to both W2 and 1099 employees.

• Flat Monthly Cost: Offers predictable pricing based on the company's size.

• Seamless Portability: Eliminates the need for rollovers and cash-outs when changing jobs.

• Built-in Security: Provides bank-level security for all transactions.

Icon State, Icon Primary, Icon Companion

• Icon State: Custom solution to comply with state retirement plan mandates.

• Icon Primary: For employers desiring an easy-to-use alternative to a 401k without the associated costs or complexity.

• Icon Companion: Designed to complement existing 401k plans, providing expanded benefits.

Recent Developments

• New Initiatives:

• Icon has been expanding its portfolio of Portable Retirement Plans, further pushing its unique take as a cost-effective alternative to conventional 401k plans.

• Partnerships and Collaborations: No specific information on recent partnerships.

• Product Updates and Features:

• Enhancements in their PRP offerings emphasizing seamless portability and universal accessibility.

• Company Announcements:

• Recent blog posts and articles serve as educational resources for small businesses and individuals, highlighting the PRP’s benefits over traditional retirement plans.

Additional Information

• Contact Information:

• Email: Support@IconSavingsPlan.com

• Tel: 503-917-0590

• Website: [Icon Savings Plan](http://www.iconsavingsplan.com)

Icon Savings Corporation aims to revolutionize retirement savings with user-centric, innovative solutions that cater to both traditional employees and the gig economy. With an automated system approach, they effectively minimize costs and enable wider accessibility in the marketplace.