Resources

Better Benefits, Happier Employees

According to an Aon Hewitt 2017 survey, 49% of employees spend time at work on personal finances. Financial wellness is important to your employees, and you're likely helping them save for retirement. Why not help them with another of life's important goals - sending their kids to college.

Better than Casual Fridays

Bring education savings to work. With no added costs, no heavy lifting and no paper shuffling, it's a smart way to boost your benefits package while giving your employees an easy way to save for education.

Your employees will appreciate tax-deferred growth and tax-free withdrawals, budget-friendly minimum investments, and automatic recurring contributions or payroll deduction. And it's not just for parents. Anyone can open an account, so grandparents, aunts, uncles and friends can put a student on the path to higher education.

The availability of tax or other state benefits (such as financial aid, scholarship funds and protection from creditors) may be conditioned on meeting certain requirements, such as residency, purpose for or timing of distributions, or other factors.

You offer a valuable benefit at no cost. Adding a 529 education savings plan to your benefits package may not only increase employee satisfaction and financial wellness, but it could help you attract and retain employees as well.

A No Cost Benefit for a Happy Workplace

  • No added costs. No administrative fees or ongoing charges for you to offer Learning Quest.
     
  • No paper shuffling. Learning Quest is available for employees to open an account online.
     
  • Turn-key communications. Materials are available to help you communicate the new benefit to your employees.
     
  • Personalized service and support. A consultant is available to help you along the way and can conduct onsite meetings or webinars to educate employees. Call 877-345-0909 for your personalized rollout plan.
     

Your employees can call our Learning Quest team toll-free at 800-579-2203 for account help and questions.

Resources for You and Your Employees