SavvyFi For Consultants
A Differentiated Benefit
How We Help
Student debt is a $1.6 trillion dollar problem. Parents don’t want to pass this burden on to their children; however, they often feel they lack the time, money and know-how to get started. 73% of parents say that saving for college is their #1 priority
Employers are in a unique position to help. SavvyFi is a financial wellness benefit for the workforce. With SavvyFi’s intuitive college-savings technology, employees can easily enroll in a 529 savings plan and significantly boost their college savings.
Why Choose SavvyFi
No Employee Minimum
No Heavy Lifting
Mobile Friendly Platform
Friends & Family Gifting
How It Works
1. Easy Rollout
2. Electronic Signup
Employees self-enroll through a signup link or the employer’s benefits administration platform.
3. Trusted Tech
SavvyFi’s tech auto-opens a 529 account with Vanguard® investment funds.
4. Advanced Features
Frequently Asked Questions
Who is SavvyFi?
Commission. Our innovative technology makes it hassle-free and inexpensive for employers to offer
a college savings plan to their workforce
What is a 529 Plan?
A 529 plan is a college savings plan that offers tax benefits when used to save and invest for K-12 tuition and college costs. For more information on 529 plans, see our page What is a 529?
How do I enroll my employer clients?
How much administration is involved for employers?
How Is An Account Funded?
What if my child does not attend college?
If your child does not attend college, there are many options for what you can do with your college savings. You can transfer your 529 account to another family member, use the funds for your own education, or withdraw the funds with a 10% penalty on your earnings to give and give your child a head start on other important financial goals.
Interested in partnering up? Send us a message and we’ll setup a time to demo the dashboard and answer questions.