This Is How Underground Elephant And Gradvisor Are Improving Financial Wellness

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Gradvisor’s Employee Benefit Offers Solution To Employees’ College Savings Concerns

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Our mission is to make it easy for parents to reach their personalized college savings goals and for employers to support those efforts. - Marcos Cordero, CEO of Gradvisor

Gradvisor (https://www.gradvisor.com), an employee benefit platform supporting college savings planning, partnered with Underground Elephant, (http://undergroundelephant.com/), for its first Financial Wellness Week, which was held October 10-14. As a result of the event, Gradvisor’s platform has become part of Underground Elephant’s employee benefits package.

“Offering financial wellness benefits, like Gradvisor, is important to us because we want to help retain our top talent,” said ​Amy Zebrowski, HR Business Partner at Underground Elephant. “We understand that saving for the future is a consideration for all employees. We already offer a 401k program and wanted to take it one step further by helping employees invest in their family’s college expenses as well.”

Starting January 1, 2017, employees will be able to enroll in a 529 plan matched to their college savings needs through Gradvisor. Eligible employees will also receive an employer contribution of $1,500 per year.

As part of the new benefit, employees will have access to:

  • An easy-to-use interface that allows them to open and monitor the 529 plan(s) best fitted to their family’s specific needs
  • Personalized assessments to determine the future college costs for individual employees
  • A dedicated financial advisor who can help answer any questions as well as monitor and make changes to their plan

During the inaugural Financial Wellness Week, Gradvisor was also part of the expert financial team and presented a live webinar to Underground Elephant’s employees. Gradvisor offered advice on 529 plan enrollment.

“We understand it can be difficult for parents to know the best way to save for their children’s education,” said Marcos Cordero, CEO of Gradvisor. “Our mission is to make it easy for parents to reach their personalized college savings goals and for employers to support those efforts. A big part of that involves education, which is why we’re happy to be offering advice on 529 plan enrollment during Financial Wellness Week.”

To learn more, visit undergroundelephant.com or Gradvisor.com.

About Gradvisor:
Gradvisor is a financial wellness benefits platform designed to make it easy for employees to enroll in and monitor 529 college savings plans. By offering personalized savings options, Gradvisor offers employees peace of mind about college savings and allows employers to support financial wellness to their workforce. Learn more at Gradvisor.com.

About Underground Elephant:
Underground Elephant is a marketing services company that delivers high-intent, qualified consumers to clients. Since 2008, the award-winning company has helped take clients’ marketing and sales strategies to the next level. Learn more at undergroundelephant.com.

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Heather Huhman
Gradvisor
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