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!
