Stand out with a financial wellness program that's easy to offer, and one your team will appreciate

Your employees and staff are important to you, which is why you provide them with benefits, like health insurance, retirement plans, and more. Adding SMART529, as a way for your employees to save for their families’ future educational expenses, has never been easier. There is no cost associated with offering SMART529 to your employees, and the payroll deduction process is simple – direct ACH deductions from their paycheck into their 529 account.

Download the documents on our convenient Employer Checklist or contact our West Virginia-based consultant below.

Your SMART529 Consultant

Jorn Otte, our West Virginia-based Consultant, can speak to your employees, virtually or in-person, about the benefits of SMART529. Additionally, Jorn can provide the following services to you at no cost:

• Discussing the benefits of payroll deduction
• Assisting HR/Payroll departments with initiating payroll deduction
• Leading seminars for employees on saving for college
• Providing educational materials for staff and employees

While Mr. Otte can not provide investment advice, he can provide you general information about SMART529 and the account opening process.