Help clients support their employees beyond the 401(k) with a benefit designed for life’s later chapters. Savvly gives you something new, human, and impactful to offer.
Savvly is a future-focused benefit that brokers can bring to clients as a complement to their retirement packages. Brokers introduce Savvly as an add-on that helps employees receive financial support in their later years, specifically after age 80, using a low, predictable employer contribution.
It integrates seamlessly with current benefit ecosystems, making it easy for brokers to recommend without worrying about disrupting 401(k) or pension strategies. You present the strategy, and Savvly’s team handles everything else.
Introducing Savvly to a client is as simple as identifying companies that:
You offer Savvly as a supplemental retirement benefit, highlighting its plug-in nature, low admin lift, and cost predictability. Once a client opts in, Savvly manages the plan setup, employee communication, and administration, freeing you up to focus on advising and relationship building.
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In a crowded benefits marketplace, brokers need ways to stand out and bring fresh, valuable ideas to the table. Savvly gives you:
Savvly is designed to fit into your existing systems; no heavy lift, no long timelines, no need for new tools or portals. You can go live in under a week, and we’ll support you every step of the way.
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We’ll walk you through setting up your Savvly account. No legal red tape or confusing paperwork, just a streamlined onboarding experience guided by our team.
Savvly integrates easily with most major payroll providers. This allows for automatic, secure contributions each pay period, no manual entry, no extra reconciliation.
Choose a fixed monthly contribution per eligible employee based on your budget. Costs never increase with age or tenure, so it’s easy to forecast and scale as your team grows.
Savvly is a modern benefit that supports your workforce, today and tomorrow. Add it as a standalone option or supplement existing plans like 401ks.
