Invest in your team's future with 529 benefits

Help employees save for education, pay off student loans, jumpstart retirement savings, and build lasting financial security.

Let's save for education, together
86% of employees want an education savings benefit¹, but only 2% of employers offer a 529 match contribution.²
60% of Americans do not feel they're saving enough for future education and career training expenses.³

For employees

Repay student loans
Use 529 funds for K-12, college, grad school, and related expenses like books and housing.
Save for education
Help pay off federal and most private loans with 529 savings.
Use for disability or retirement needs
Transfer funds to Roth IRA accounts or use for disability-related costs.
Transfer savings for free
Savings are infinitely transferable among existing and future family members.

For employers

Easy setup
No extra administrative burden, no paperwork, and no payroll integration.
Attract and retain diverse teams
Differentiate your benefits package to attract top talent.
Optional and flexible matching
Help employees save more, faster.
Corporate tax credits for employer contributions
Currently available for employers in AR, CO, IL, NE, NV, WI, and UT.
Want to chat?
We'd love to hear from you!

1 Edward Jones, "3 out of 4 Americans Still Do Not Know What a 529 College Savings Plan is, according to Edward Jones Study," May 17, 2016,

2 SHRM, "Offering 529 Savings Plans Helps Families Avoid Student Debt," November 5, 2019,

3 Edward Jones, "Americans Are Saving for Education but Lack Awareness of 529," May 20, 2024,

Please download the Hadley app to receive your free 529 plan recommendation. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with her or her financial professionals. Past performance is no guarantee of future results. There can be no assurance that any investment will achieve its objectives or avoid substantial losses.

All research and other information provided on this website has been prepared for informational purposes only and Hadley Investment Co. assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website.