Company Information

Get to know Icon Savings Plan

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.

Industry

Financial InvestmentPRIMARY
Financial Other Service
Financial Wealth Management

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Icon Savings Plan

United States

Founded in

Jan 2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.