Partners

Recordkeepers

ESAs have shown to have a positive impact to retirement plan behavior and with the SECURE 2.0 legislation, are a necessary component of any provider’s financial wellness offering.

Why offer ESAs

Employer-sponsored emergency savings accounts are the perfect complement to retirement plans

With SECURE 2.0, an ESA solution is now a necessity

Provides your business an additional profit center

Provides a more actionable, holistic financial wellness offering for your clients

People with adequate emergency savings are 70% more likely to contribute to DC retirement plan

Improves financial health of LMI employees

Employees with significant emergency savings are 50% less likely to withdraw from retirement

Increases ongoing engagement by adding a sticky solution to your platform

Check out our 3-minute demo video

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. 

Why SecureSave

The category-leading emergency saving solution

The only customizable and integrated ESA solution out there

The easy solution for your customers  
Integrates into your existing interfaces for a seamless customer experience

Keep your brand in focus
We support co-branded or partner branded product offerings

Turnkey outsourcing solution
Offer customers a cost-effective, powerful and branded ESA program without draining internal resources

Leave the operations to us
Include best-in-class services across compliance, financial operations, technical operations, and customer support

You control the deposits
Opportunity to be custodian of emergency savings funds or with a banking partner of your choice

62%

Adoption

Industry-leading adoption rates

$76

Average monthly savings

25.7% of employees contribute more than they need to match

87%

Savings retention

The vast majority of funds stay in employees' ESAs each month

What partners get from SecureSave

Co-branded emergency savings product

Co-branded employee- and employer-facing website with custom design elements

Participant-facing ESA Widget or API

SecureSave can integrate to the level you want, including SSO capabilities

Dedicated sales and implementation support

Experts from our team as both your main point of contact for sales support and providing support to your clients during implementation

Custom reporting for you and your clients

Receive the reporting you and your clients need to see how emergency savings is working for them

Partner with SecureSave

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.