For HR and benefits leaders

Education benefits that make a difference without making more work for HR.

Give employees meaningful help with student debt, loan forgiveness, tuition and education savings, while SavvyFi handles the expertise and administration that make those benefits work.

Two colleagues high-five across a table in a meeting
  • Choose the benefits that fit

    One benefit or several, funded or voluntary

  • Employees self-enroll online

    Self-enrollment, without a new HR process

  • No ongoing admin for HR

    We coordinate the money and the records.

  • Help with what to do next

    Employees get expert help with their actual loans.

Products

Four ways to help your people

Student loan coaching & PSLF support

Give employees more than a PSLF explainer; give them knowledgeable support for their actual loan situations. Coaches help with eligibility, payment counts, repayment strategy, forms and the next steps that matter.

Can be offered on its own, without a contribution program.

Explore coaching & PSLF

Student loan contributions

Turn employer support into payments toward employees' student loans, without a manual reimbursement program. We handle onboarding, loan verification, payments to servicers and reconciliation.

May be tax-advantaged under a qualifying Section 127 plan.

Explore student loan contributions

Tuition reimbursement

Make tuition assistance easier to use and easier to administer. Bring requests, rules, approvals, payments and records into a single process.

Explore tuition reimbursement

529 education savings

Give employees a simpler way to save for future education, and invite the people who want to help. Supports recurring contributions, optional employer funding and gifting links.

Explore education savings

How it works

From first conversation to a running program

  1. Explore

    We scope your population and goals.

  2. Design

    Pick products, funding and eligibility rules.

  3. Implement

    Configure eligibility and funding. Launch templates provided.

  4. Engage

    Employees self-enroll. Webinars and coaching available.

  5. Operate

    We verify, pay and reconcile. You keep approvals and certifications.

  6. Review

    See enrollment, usage and payments in aggregate.

Behind the scenes

SavvyFi administers eligibility rules, funds and payment records so you can deliver benefits without building a separate system for every program. Eligibility can come from your email domain or an employee roster and funding typically comes through one ACH transfer.

Payments go to loan servicers, 529 accounts and, where supported, schools. Employee loan details stay with SavvyFi; you see the aggregate reporting needed to administer the benefit.

Pricing

Priced for your program, not a rate card

Custom quote

Based on your program design, setup, participating population and the services you choose

Funded, voluntary or both

Fund benefits directly, offer voluntary employee access, or combine the two.

Directly or through your broker

We'll work with your benefits consultant if you have one.

Request a proposalSOC 2 Type 2 · Security materials available on request

Questions HR teams ask us

Do we need to integrate with payroll?

For standard SavvyFi benefit programs, a custom payroll integration isn't usually required. Eligibility and funding information is exchanged through established administrative workflows. The exact setup depends on your benefit design.

Can we offer just PSLF coaching?

Yes. Organizations can make guidance available without adding a student loan contribution program. The funding and access model can be built around your goals.

Can we offer different funding levels to different groups?

Program designs can support eligibility and funding rules for different employee groups, subject to applicable law and your plan documentation.

How soon can a benefit launch?

Standard programs can be set up quickly, often without custom technical integrations. Timing depends on your program design and approvals.

What happens if an employee leaves?

Benefits tied to your organization may change, but the loan remains the employee's. A 529 account may continue under plan rules. Individual access and fees depend on program terms.

Brokers & consultants

One flexible set of education-finance solutions

Create a custom proposal tailored to your client's benefit strategy: funded, voluntary or combined.

Client stories

What HR leaders are saying

“I transferred my own 529 over to SavvyFi. It was a seamless process – fantastic platform.”
HR DirectorAcrisure
“The interface, the gifting, the cashback rewards, it’s just really, really easy.”
HR DirectorBrentwood Baptist Church
“Healthcare is definitely challenging, especially on the recruiting side right now because everybody’s fighting for the same employees…. We’re having to come up with some very unique ways in which to recruit.”
HR DirectorRural urgent care clinic

Book a demo

Let's design a program around your people

  • See the employee and employer experience
  • Talk through funding and eligibility options
  • Get a tailored proposal

Fill out the form, email hello@savvyfi.co, or call +1 (615) 241-0144.

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