The SECURE 2.0 Act changes allow companies to count student loan payments as retirement match contributions. By helping employees save for retirement while they’re unable to — retention, loyalty, and engagement will flourish.
Most employers plan on implementing a match this year. Will you be one of them?
You’ve seen the numbers with the rising costs of higher education. And, you’ve heard the news about student loan payments resuming. How could the higher costs of higher education have an impact beyond just today — what about the future?
Customize what SavvyFi programs and funding methods your organization will offer.
Communicate the program is live — employees can self-enroll at any time!
Rest easy with automation and employees receiving impactful benefits.
Funds from gifting link contributions and cashback rewards can be added to a 529 plan or used to payoff student debt.
Unique link to share with friends and family.
Opportunity to earn cashback on everyday purchases.
Unique link to share with friends and family.
Opportunity to earn cashback on everyday purchases.
Let’s chat about your student loan retirement match needs and employee benefits goals.
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.
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