The New Pillar of Modern Benefits Is Here

Savvly introduces Longevity Benefits—a new category designed to help employees thrive financially in their 80s, 90s, and beyond.
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What Is Savvly?

Savvly is a market-based longevity benefit offered by employers. Employees make small contributions each month into a pooled fund that grows over time. At key life milestones—ages 80, 85, 90, and 95—they receive structured cash payouts.

Our Custodians

A New Regulated Category

Savvly isn't insurance, and it isn't a pension. It's a longevity benefit: a new product class that protects against outliving your savings.

Built for Modern Workforces

Designed for flexibility, equity, and transparency, Savvly meets the needs of today's mobile, long-living, financially stretched employees.

Late-Life Financial Protection

Most benefits run out too soon. Savvly ensures employees are supported well into their 80s and 90s, when they need it most.

“Savvly’s pooled equity model introduces a fresh alternative to traditional retirement planning products, combining the growth potential of the market with structured late-life payouts.”

Rob Burgess
Technology Reporter, WealthManagement.com

“Savvly is taking a novel approach to longevity risk by pooling investments and distributing them later in life — a structure that could resonate with employers and retirees alike.”

Dinah Wisenberg Brin
Reporter, ThinkAdvisor

I think it really is an innovative and fun advancement.

David Blanchett
Managing Director, PGIM DC Solutions

Why Employers Choose Savvly

Savvly bridges the gap—offering security in later life through a benefit your employees will actually use and value.

Attract & Retain Top Talent

Offer a high-value longevity benefit that can be worth hundreds of thousands—at a fraction of the cost. Stand out in a competitive talent market.

Compensate Smarter

Reduce the pressure to raise salaries across the board by adding long-term, high-perceived value through Savvly.

Strengthen Retirement Packages

Boost retirement outcomes by 20–30% when layered with a 401(k). More value, less contribution.

Boost Financial Wellness

Engage employees with optional education, financial tools, and real-world support. A benefit they’ll actually use—and thank you for.

Inclusive & Compliant by Design

Structured as a standalone ERISA plan. No eligibility restrictions. No discrimination testing. Just simple, inclusive protection.

Easy to Launch

No long-term contracts. Seamless integrations. We handle setup, onboarding, and employee communication—so HR doesn’t have to.

Savvly in the News

Savvly is changing the conversation around long-term financial security—and people are talking.

A novel benefit solution for your employees.

Savvly is a modern benefit that supports your workforce—today and tomorrow. Add it as a standalone option or supplement existing plans like Simple IRAs.

Be the star of HR. Learn how fast and easy it is to offer Savvly’s Longevity Benefit

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