Resources
Learn how you can offer benefits that help your team pay off student debt and save for future educational costs.

Gamechanger: How to Roll Over a 529 Plan into a Roth IRA
By offering a 529 plan benefit through SavvyFi, you can help your employees prepare for both future education costs for themselves or their loved ones and their retirement—giving them financial peace of mind at every stage of life.

3 Steps to Boost Your Recruitment Strategy – for Healthcare Employers
Let’s lay out a game plan to boost your recruitment strategy in 3 steps: analyze, optimize, activate

Best Education Benefits Platforms for Employee Financial Wellness
We examine five leading education finance benefits companies and wraparound services. Let’s find the best education benefits platform for your team.

A Smarter Way to Retain Entry-Level Talent: Help Them Tackle Student Loan Debt
We examine five leading education finance benefits companies and wraparound services. Let’s find the best education benefits platform for your team.

Case Study: Enhancing Employee Benefits with SavvyFi’s Integrated Student Loan and 529 Plan Solution
More than ever, the ability to attract and retain top talent is critical to the success of businesses of all sizes, making it vitally important that organizations offer competitive benefits.

SavvyFi on Forma
SavvyFi is available in the Forma store! Put your wellness stipend funds to work and let go of financial stress. Pay off your student debt

Recruiting Healthcare Professionals to Rural Areas—Challenges and Solutions
Review the top challenges rural healthcare organizations face, from recruitment struggles to financial constraints, and learn innovative strategies to overcome them.

Navigating Student Loan Challenges in 2025: How Employers Can Support Their Workforce
Discover what student loan borrowers face in 2025 and how employers can support their workforce with student loan repayment benefits. Learn how platforms like SavvyFi help reduce financial stress, enhance retention, and simplify benefit management.

Ensuring Transparency and Trust in Student Loan Services: Addressing CFPB Concerns
At SavvyFi, we are committed to addressing the recent CFPB report on unlawful practices in the student loan industry through ethical practices, transparency, and borrower-centered solutions….