The effortless way to offer a 529 education savings plan
Helping your employees save for their children’s future education has never been simpler. By offering a 529 plan, you’ll boost employee satisfaction, retention, and long-term financial wellness.
Is your company ready to lead in offering this valuable benefit?
The only education benefits platform you need
For your HR team
- Simple program launch
- Dedicated implementation team
- Helpful guides for engagement
- No development work required
- Flat fee per employee
For your employees
- Top rated plan by Morningstar
- Dedicated live support team
- Easy student loan service verification
- No paperwork
- No additional fees
Join the growing number of employers implementing 529 plans with our streamlined solution.
More than just an education savings plan
The rising costs of education are a concern for every family. Offering a 529 plan not only supports your employees today but also helps secure their children’s future.
73%
of parents list savings for college as their top household concern
54%
of parents are unaware of 529 education savings plans
<10%
of employers offer a 529 education savings plan benefit
180%+
of an increase in the total cost to attend college since 1980
What customers are saying...
"I think of my company every time I get the SavvyFi notification - that they were thoughtful enough to initiate for the kids."
“I transferred my own 529 over to SavvyFi. It was a seamless process - fantastic platform.”
“Super easy to use. Takes the guesswork out of picking a saving program.”
“The gift link is helpful to others who would like to contribute to my child's education.”
“The interface, the gifting, the cashback rewards, it's just really, really easy.”
Launch your 529 plan offering in less than 24 hours
- 1
529 education savings plan or more?
Customize what SavvyFi programs and funding methods your organization will offer.
- 2
Launch the 529 education savings plan
Communicate the program is live — employees can self-enroll at any time!
- 3
Enjoy effortless operation
Tracking, fund transfers, and contribution changes require no effort from your HR team.
Supercharge your 529 education savings plan with SavvyFi’s exclusive features
Leverage the power of SavvyFi’s unique community-enhanced feature.
Funds from gifting link contributions and cashback rewards can be added to a 529 plan or used to payoff student debt.
Gifting Link
Unique link to share with friends and family.
Cashback Rewards
Opportunity to earn cashback on everyday purchases.
Ready to elevate your employee benefits with a 529 education savings plan?
Let’s chat about your 529 education savings plan needs and employee benefits goals.
Form not showing? Email hello@savvyfi.co or call +1 (615) 241-0144.