Ready to reach your
education savings goals?
We Have a Plan for That.
Empower your employees to meet their college and future education savings goals with a 529 savings plan.
Adding The Education Plan to your employee benefits package is an easy, no-cost, hassle-free way for you to support the financial wellbeing of your employees and your company's bottom line. Unlike other benefit programs, The Education Plan requires very little from HR while offering your employees the opportunity to save towards education goals for themselves and/or their loved ones on a regular basis through payroll direct deposit.
529 funds can be used for a wide range of qualified expenses, including K-12 tuition, college, vocational programs, apprenticeships, professional credentialing, and more, giving employees the flexibility to save for whatever path their family's education journey takes. Increasing 529 plan participation significantly increases college attendance and graduation rates.* Plus, it reduces the burden of student debt and financial stress in the workplace, which can lead to lower productivity and higher turnover. Employers can play a key role in strengthening their current and future workforce with one easy step.
- No cost to employer
- Potential tax benefits for you and your employees
- No fiduciary responsibility
- Easily enhance your benefits package
- Empower your employees and their loved ones to further their education with less debt
- Gives you a competitive edge for recruitment & retention
- Matching contributions optional
*Center for Social Development, 2013, ”Small-Dollar Children’s Savings Accounts, Income, and College Outcomes”
Adding The Education Plan as an employee benefit is easy:
1
Employees can enroll online.
2
To make paycheck contributions, employees would complete the Payroll Direct Deposit form and submit to HR/benefits department.
3
Contact us using the form on this page to set up an on-site informational workshop or webinar for your employees and invite us to participate in annual benefits events.
4
Using the form on this page, get on the employer email list to receive important updates and periodic reminders about the Plan to share with your employees.
Ready to Get Started?
Get in touch if you’re interested in learning more or are ready to add The Education Plan to your benefits package.
Trusted by Employers
Forms and Brochures for Employers
Employer Overview Brochure
Benefits of saving for The Education Plan's 529 direct deposit option.
The Education Plan Employers Flyer
Share the Education Plan’s brochure easily in a printable flyer format.
Folleto de El Plan de Educacion
Conoce un poco mas de El Plan de Educacion y que puede ofrecerte.
Employer Payroll Deduction Enrollment Procedures
An overview of how employers can establish payroll deductions with The Education Plan.
