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SavvyFi

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SavvyFi Products (9)

   
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529 College Savings Plan

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Financial Education

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Financial Wellness

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Student Loans

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Tuition Assistance

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401(k) Plan

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403(b) Plan

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Employee Discount Program

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Lifestyle Spending Account

Product Description

SavvyFi’s 529 Plan offering is designed to make education savings both accessible and advantageous for employees and their families. <br /> <br /> Our platform seamlessly integrates with a leading, nationally-available 529 program, facilitating effortless account setup and management. This integration supports automatic contributions from employers and lifestyle spending accounts,... Show More

About this product

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SavvyFi’s 529 Plan offering is designed to make education savings both accessible and advantageous for employees and their families.

Our platform seamlessly integrates with a leading, nationally-available 529 program, facilitating effortless account setup and management. This integration supports automatic contributions from employers and lifestyle spending accounts, significantly streamlining the savings process.

Employees can enhance their savings growth potential by receiving direct contributions from friends and family into their 529 accounts. Moreover, our unique cashback rewards program funnels a portion of everyday purchases back into the 529 account, boosting the fund's value effortlessly.

SavvyFi’s 529 Plan isn’t just about saving—it builds a robust financial foundation that supports educational aspirations through tax advantages and growth opportunities. By simplifying the saving process and enhancing its benefits, SavvyFi empowers families to confidently invest in their future.

Min. Group Size

-

Lives Serviced

600,000

Average Cost

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Product Features

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SavvyFi Media

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SavvyFi Info

Founded:

2018

Funding Summary:

None

Location:

Franklin, TN

Links:

Employees:

15
SavvyFi offers a comprehensive bundle of education benefits, including 529 plans, student loan repayment, public service loan forgiveness, income-driven repayment enrollment, tuition reimbursement, and student loan retirement matching. Our solution is unique because it provides all these benefits under one... Show More

About this vendor

×
SavvyFi offers a comprehensive bundle of education benefits, including 529 plans, student loan repayment, public service loan forgiveness, income-driven repayment enrollment, tuition reimbursement, and student loan retirement matching.

Our solution is unique because it provides all these benefits under one roof with a frictionless, lightweight implementation process that requires minimal payroll integration. We have direct 529 and student loan servicer integrations, ensuring effortless fund transfers and easy rollouts with no paperwork.

Our impact is evident with employee participation rates often exceeding 50% and the ability to offset existing benefits for greater coverage at a lower cost.

Notable features include a gifting option for friends and family contributions, a cashback rewards feature for shopping, and multiple funding methods from employer contributions to lifestyle spending programs.

Starting as a 529 plan provider, SavvyFi has evolved to include a wide range of education benefits, continuously expanding our product suite to adapt to new legislation. We cater to clients of all sizes across various industries such as behavioral health, healthcare, technology, and professional services, making us the one-stop shop for all education benefits.

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