➕ Employees create an account and seamlessly link their student loans.
➕ SavvyFi has direct integrations with 90%+ of loan servicers.
➕ Employer contributions are directly delivered to loan servicers with no need for reimbursement workflow
➕ Employees digitally open a 529 account in minutes.
➕ Beneficiaries can include:
➕ Over 6 out of 10 SavvyFi members set a recurring contribution.
*With Secure 2.0, 529 plans can now be rolled over into Roth IRAs.
Less than 2% of companies offer college savings or student loan repayment as benefits.
Employers can contribute to employee accounts at whatever level they want.
Our expert team is on standby to answer any questions you may have about SavvyFi’s platform.
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.
