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.
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
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
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
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
Co-branded employee- and employer-facing website with custom design elements
SecureSave can integrate to the level you want, including SSO capabilities
Experts from our team as both your main point of contact for sales support and providing support to your clients during implementation
Receive the reporting you and your clients need to see how emergency savings is working for them
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.