Description

SavvyFi provides a comprehensive suite of education benefits, including 529 plans, student loan repayment options, public service loan forgiveness, income-driven repayment enrollment, tuition reimbursement, and student loan retirement matching. Our unique offering combines all these benefits in a seamless implementation process that requires minimal payroll integration. With direct integrations for 529 and student loan servicers, we facilitate effortless fund transfers and easy rollouts without paperwork. Employee participation rates often exceed 50%, and our solution allows for offsetting existing benefits to enhance coverage at a lower cost. Notable features include a gifting option for contributions from friends and family, a cashback rewards feature for shopping, and various funding methods such as employer contributions and lifestyle spending programs. Originally starting as a 529 plan provider, SavvyFi has expanded its range of education benefits to align with new legislation, serving clients across numerous industries like healthcare, technology, and professional services, positioning us as the one-stop shop for all education benefits.

Additional Details

Lives Served
600,000
Company Size
16
Year Founded
2018
Funding
None

Contact Details

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