SavvyFi

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.