For Employers and Financial Professionals
WV Employer SMART529 Checklist
Bright Babies Program
Receive $100 toward college savings

Learn More >

You are here because you care

Your employees and staff are important to you, which is why you provide them with payroll benefits, like health insurance, retirement plans, and more. With SMART529, including 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, share the free webinar link with your staff, or contact our West Virginia-based consultant below.


Consultant available to explain SMART529 benefits, enrollment procedures

We are happy to provide you with a SMART529 Consultant who can speak to your employees, virtually or in-person, about the benefits of SMART529. There is no cost for this service, and Mr. J.E. Otte, our West Virginia-based Consultant, is available to speak to your staff at a time and date that is convenient for you. Please send your name, title, and organization name, along with the best time reach you, to, and our consultant will contact you shortly thereafter.


Below are a variety of different ways in which Mr. Otte could help support your efforts in your own community:

WV Employer SMART529 Checklist
Bright Babies Program
Receive $100 toward college savings

Learn More >

For Employers

  • 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

For Community Leaders

  • Leading workshops on saving for college
  • Speaking at PTA/PTO meetings
  • Staffing a table at a community fair to spread the word about the importance of saving for college

*All presentations can be given virtually, if requested. 

Jorn Otte
Jørn Otte

Strategic Marketing Consultant, for SMART529

Contact Consultant

Check the background of this firm/individual on FINRA's BrokerCheck.

Financial Professionals

WV SMART529 Direct is available on a direct basis to any West Virginia resident. However, if you are a financial professional, or an employer who works with a financial professional for employee benefits, please see our college savings plan available exclusively through financial professionals – The Hartford SMART529.


The Hartford SMART529 Plan