Employer-Sponsored College Savings

Overview

Help your employees save for college.

SEFCU's employer-sponsored college savings plans are a great benefit for employees and their families.

Graduation cap, money, and certficate

Save for higher education expenses

 

How does it work?

How many of your employees have college in their children's future, or their own? With a College Savings Plan, you can help them build their education fund.

Getting started is easy. You choose a New York State plan for voluntary employee investment deposits, and SEFCU takes care of the paperwork. Each employee decides how much to set aside and invest over a range of asset allocation options.

No taxes are paid on the account funds when they are withdrawn for tuition, room and board, supplies, and other qualified education expenses.

SEFCU Wealth Management Services* can help provide your employees a convenient and valuable way to meet one of life's greatest expenses. And you’ll reap the benefits of happy and loyal employees.

 


Learn More

Enroll and start earning today

Current SEFCU member?

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Not a member?

Join SEFCU

 

 

 

 

 

Visit a branch near you

Call 800-727-3328

 

Employer-Sponsored College Savings

Helps employees build a college fund

No cost to you

Easy: we handle the paperwork

Complements your other benefits

 

Employer-Sponsored             Savings

More to think about...

* Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.