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Hi {{first.name}}.
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Welcome to Icon!
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Congratulations on your choice to add a
retirement benefit your employees will love.
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By selecting our PRP, you've taken a pivotal step towards securing your employees
financial future.
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Our dedicated team will assist you with a seamless setup process. We will then guide your
employees to begin their savings journey.
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Please meet your Customer Success Manager, Karly, who will be
your point of contact for ongoing support and service.
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Hi, I’m Karly.
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I'll be your point of contact here at Icon.
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As your CSM (Customer Success Manager), I'm excited
to be a guiding hand as you launch and manage your
Icon plan.
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I can help out with gathering personalized enrollment
materials for you, onboarding your Icon plan with you,
setting up webinars for your employees, helping out
with any servicing needs, and much more.
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