For Employers

A free and easy way to boost your financial wellness benefits

Educate your employees about Invest529 through information sessions, benefits/wellness fairs and customized resources to help them make informed decisions on saving for education expenses with a 529 account, creating a brighter future for themselves and their loved ones.

Reasons to partner with Invest529

Improves employee satisfaction and retention

Employees will appreciate the opportunity to learn about saving for education expenses while at work. A broad financial wellness program helps improve employee satisfaction and retention.

No cost and no administration

Schedule a free information session or webinar for your employees, complete with turnkey resources to share. There is no contract or payroll deduction (like with other benefit providers) and employees can open and manage their own Invest529 account.

Invest529 is a trusted education savings program

As a top-rated 529 plan in the country, with millions of savers nationwide, Invest529 has been helping families dream, save and achieve for over 25 years.

Resources

Learn how to partner with Invest529

Overview for HR Professionals

Help employees learn how and why to save for education

Download & Learn

Webinar for HR Professionals

Watch a video on how employers can share Invest529 with employees

Watch & Learn

Share these comprehensive materials with employees

Program Brochure

Get a brief introduction of Invest529

Download & Share

Webinar Flyer

Customize a flyer for an upcoming webinar

Customize & Share

On-demand Invest529 Webinar

Watch a previously recorded webinar for employees

Watch & Share

Invest529 Articles & Updates

Get the latest news and information from Invest529

Read & Share

Employer FAQs

Does the employer need to set up payroll deduction for employees with Invest529 accounts?

No, employers don’t have to set up a payroll deduction. However, Virginia529 makes it easy for employees to make contributions via direct deposit (post-tax). When employees open an Invest529 account, they can set up recurring contributions with direct deposit through their employer or using their own bank accounts.

Who opens and manages the 529 account?

Employees are responsible for opening and maintaining the Invest529 account.

Can an employer offer an Invest529 webinar to employees who live outside of Virginia?

Yes, Invest529 is a national plan open to any U.S. citizen/resident and the money saved can be used at any institution that accepts federal financial aid, not just schools in Virginia.

What happens if an employee misses a webinar? 

All webinars are recorded, and employers are provided a shareable link. 

How long are education sessions?

Sessions (webinar or in-person) are under one hour.  The presentation portion is approximately 35-minutes followed by Q&A.  

Can part-time employees or contractors attend an education session? 

Yes, it’s important that all employees have an opportunity to learn about saving for education regardless of employment status.

Can Invest529 attend wellness or benefits fairs?

Requesting attendance to a benefits fair is quick and easy. Complete this form and an Invest529 representative will be in touch.

Are there costs associated with an Invest529 webinar or information session?

There is no contract or cost for offering a webinar or information session. Once scheduled, employers will announce the session to employees, using the turnkey materials provided.

¹ 2022 Workplace Benefits Report by Bank of America