Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Icon is the first fully portable, universally accessible, workplace retirement savings plan. Built for today’s workforce, the platform transforms how employers deliver retirement savings to their workforce. Icon removes the cost, complexity, and fiduciary burden from the employer and delivers an easy to use, portable plan to savers.

Icon works with banks and financial institutions to deliver this next generation retirement plan to employers of all sizes from SMB’s, to large corporations, and even gig platforms. All workers qualify W-2 and 1099.

How they describe their product/innovation: Icon’s platform is being used by employers who want a better alternative to 401k plans, want to cover their entire workforce, and want to save time and money while reducing fiduciary risk.

Icon will demo employer account creation, discuss funds flow, and employee account set up. With a strong focus on the simplicity of the employer experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Press: Laurie Rowley, CEO, Laurie.Rowley@IconSavingsPlan.com, 415-350-3220