SavvyFi For Employers
Offer SavvyFi as a benefit to your employees.
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.
Mobile Friendly Platform
Friends & Family Gifting
Loved ones have the opportunity to invest in education expenses.
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?
Who Can Open a 529 Plan?
Anyone Can Open An Account Or Contribute. You can open an account for your child, grandchild, niece, nephew, and even the neighbor’s kid – as long as you have their social security number. If you’re looking to kick start your savings, you can even open an account for yourself and transfer it to your child at a later date.
How much does SavvyFi’s employee benefit cost?
How do my employees sign up?
Does administration take a lot of effort?
transmission, reporting, support requests and account changes
How Is An Account Funded?
Interested in offering SavvyFi to your employees? Send us a message and we’ll set up a time to answer any questions.