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 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.
Customize what SavvyFi programs and funding methods your organization will offer.
Communicate the program is live — employees can self-enroll at any time!
Tracking, fund transfers, and contribution changes require no effort from your HR team.
Funds from gifting link contributions and cashback rewards can be added to a 529 plan or used to payoff student debt.
Unique link to share with friends and family.
Opportunity to earn cashback on everyday purchases.
Unique link to share with friends and family.
Opportunity to earn cashback on everyday purchases.
Let’s chat about your 529 education savings plan needs and employee benefits goals.
Savvy Financial, Inc. (“SavvyFi”) is a web-based investment adviser. Our investment advisory services are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investments involve risk, including the possible loss of money you invest, and past performance does not guarantee future performance.
Savvy Financial and the mark SAVVYFI are not associated with Heartland Financial USA, Inc. Savvy Financial will incorporate a legible and unobscured disclaimer on its website and any websites it owns that feature the SAVVYFI mark now or in the future.
