What We Can Offer Your Organization

CollegeInvest offers a full line of resources for the Human Resource team and the employees to make implementing a CollegeInvest college savings plan in the work place quick and simple.

We offer Payroll Direct Deposit and Automatic Investment Plan options to provide a simple option for employees to contribute to their plans regardless of how payroll is processed currently.

Payroll Direct Deposit set up is a simple three step process handled by the employee.

CollegeInvest will conduct Education and Enrollment Meetings for free. Additionally, we provide communication templates and resources such as:

• Sample employee announcements
• New hire paperwork packages
• Sample website and email communications ideas/forms
• Employee information and enrollment kits

We’re also happy to attend Education or Benefits Fairs to speak with your employees about the availability of the CollegeInvest Employer Program as part of their benefits package.

Let CollegeInvest do the work! Let your employees thank you!

For more information or to schedule a meeting, contact our Employer Plan Advisor at 1-888-376-8804 or complete the Employer Contact Form.

Now that you know what we can offer, learn more about how it works, or if your ready, you can GET STARTED!

Important Considerations

To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest.