WisHHRA 2025 Webinar Series - Employee Financial Wellness Tool: Edvest at Work

Saving for future education is a financial goal for many families. With Edvest At Work, your employees may save thousands of dollars with tax-deferred growth toward college savings. Offering this benefit costs nothing for you, the employer, to provide, and requires no contract or reporting. For employers who wish to contribute (one-time, ongoing, or matching) to their employees’ 529 college savings accounts, Wisconsin now has a generous employer tax credit. Learn how other Wisconsin health systems are partnering with Edvest at Work, and how you can differentiate your benefits package!

Learning Objectives:

• Understand the tax benefits of using the Edvest 529 Plan to save for higher education.

• Assess your employee benefit package to see if a financial wellness plan focused on saving for future education would be valued.
  
  
• Explain the next steps for pursuing an Edvest at Work program.

Webinar participants are eligible to receive 1 SHRM professional development credit (PDC)

WisHHRA is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.