SavvyFi For Employers

Offer SavvyFi as a benefit to your employees.

Employers Featured

A Differentiated Benefit

Looking for a way to retain and attract top talent? SavvyFi can help by equipping you with a benefit that many individuals are searching for. Employer-sponsored college savings plans are increasing in popularity and we provide you with all of the tools and materials you need to succeed.

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.

Savvy Features

Mobile Friendly Platform

Easy to use application makes sign up easy for employees.

Planning Dashboard

Intuitive dashboard relieves anxiety about future planning.

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.

How It Works

1. Easy Rollout

SavvyFi provides electronic and hard copy marketing materials for open enrollment.

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

Tracking, transfers, contribution changes and many other functions are included on the platform.

Our Happy Customers

Brentwood Baptist Church
Battle Ground Academy
Kirk Day School
St. Ann

Featured In

Nashville Post
Must Have Mom
Finance For Geek

Frequently Asked Questions

Who is SavvyFi?

SavvyFi is an investment adviser registered with the Securities and Exchange 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 my employees sign up?

Employees self-enroll online with any device by clicking a signup link that can be distributed to employees through email or their benefits administration system.

How much does SavvyFi’s employee benefit cost?
SavvyFi costs $5 per month per enrolled employee. Employers covering this cost will help their employees start saving for college and accumulate free money through SavvyFi’s technology.

Very little! SavvyFi provides all enrollment materials for distribution and there’s no payroll integration required. Individual 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?
Employees make monthly or one-time contributions from their bank accounts which are directly linked to SavvyFi’s platform.
Who Can Open a 529 Plan?

Anyone! 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 for a head start on your savings, you can even open an account for yourself and transfer it to your child at a later date.

Request Demo

Interested in offering SavvyFi to your employees? Send us a message and we’ll set up a time to answer any questions.