Reduce employee financial stress for your clients that will boost employee engagement in savings, improved recruitment and retention, and a low-cost, high-impact financial benefit.
To reduce employee financial stress for your clients
Be viewed as an expert and trusted advisor
Provide clients with preferred pricing for a new, impactful benefit
Win new accounts and deepen your relationships with clients
Low-lift, flexible sales process with variable level of involvement
Keep employees engaged in a healthy savings habit that reduces retirement plan leakage
Use it as an recruitment and retention tool in a tight labor market
Low-cost benefit that provides impactful financial results for employees
White glove implementation support for an easy-to-administer benefit for HR and payroll teams
People with adequate emergency savings are 70% more likely to contribute to DC retirement plan
People with access to emergency savings are 10x more likely to be focused at work
See a quick overview of the employer portal and the employee app. If you have additional questions after viewing the demo, you'll be able to request additional information.
The category-leading emergency saving solution
Immediate influence on financial well-being
Clients' employees can start saving immediately
Start any time of year
Not tied to any open enrollment period
Strengthens existing client retirement plans
A necessary complement to 401(k), 403(b), or pension plans
3-click enrollment in under 2 minutes
Easy enrollment process leads to very high adoption rates
Employer match & bonus capability
Clients have ability to match and provide flexible non-ERISA incentive structure
Industry-leading adoption rates
25.7% of employees contribute more than they need to match
The vast majority of funds stay in employees' ESAs each month
A partnership with SecureSave can offer you the following...
Where your business send leads over to SecureSave and receives preferred pricing
A co-signed agreement where the referring company receives revenue share if the lead purchases SecureSave
Based on clients who launch SecureSave, partner receives a percentage of program revenue earned
Experts from our team as both your main point of contact and providing support to your clients during implementation
Understand the impact of your clients' emergency savings programs with detailed reporting
Co-branded content with SecureSave marketing team and sales support from SecureSave's sales team
Join our partner program, then start referring companies.
Our partnerships team will provide a discount for your clients. We’ll also discuss other ways we can partner with you, including asset management custody arrangements, product integrations, and bundling.
For more information, please email us at [email protected] or fill out our web form.