SavvyFi For Consultants
A Differentiated Benefit
Looking for a way to stand out to your clients? Companies are looking for a benefit that will help retain and attract top talent. SavvyFi can help by equipping you with a benefit that many individuals are in search of. Employer-sponsored college savings plans are increasing in popularity. We provide you with all of the tools and materials you need to succeed and create a new revenue source.
How We Help
Student debt is a $1.6 trillion 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. Seventy three percent 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 technology, employees can easily enroll in a 529 savings plan and significantly boost their college savings.
Why Choose SavvyFi
Market Opportunity
No Employee Minimum
At-A-Glance Portal
No Heavy Lifting
Savvy Features
Mobile Friendly Platform
Easy to use application makes sign up easy for anyone on any device.
Planning Dashboard
Friends & Family Gifting
Loved ones have the opportunity to invest in education expenses.
Cashback Rewards
Shopping builds up savings at no cost to employers or employees.
Our Happy Customers
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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?
SavvyFi is a digital investment adviser registered with the Securities and Exchange Commission.
Our innovative technology makes it hassle-free and inexpensive for employers to offer college savings and student debt repayment benefits to their entire workforce.
What is a 529 account?
A 529 account, which is the underlying financial account offered through SavvyFi, offers tax benefits when used to save and invest for K-12 tuition, college costs, and student loans.
For more information on 529 plans, see our page What is a 529?
How do I enroll my employer clients?
SavvyFi provides a portal for benefit consultants to easily enroll their employer clients. Once added to the portal, employers will receive a standard contract. The employer will sign and return. Then, their employees can self-enroll via a simple link. SavvyFi will keep consultants updated on how enrollment is progressing.
How much administration is involved for employers?
Very little! SavvyFi provides all enrollment materials for distribution and there’s no payroll integration required. Employee enrollment is hands-off because employees will self-enroll through a simple link, and our advanced platform handles all money transmission, reporting, support requests and account changes.
How Is An Account Funded?
Who Can Open a 529 Account?
Everyone! Employees can open an account for their children, grandchildren, nieces, nephews, and even the neighbor’s kid – as long as they have the future grad’s social security number.
Employees with student debt can even open an account for themselves and use SavvyFi’s cashback rewards feature to pay down their debt more quickly.
Request Demo
Interested in partnering up? Send us a message and we’ll set up a time to show you under the hood.