Edvest College Savings Plan

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Help Your Employees Achieve Financial Wellness

Nov 02, 2020
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With higher education costs being one of the largest investments a family makes, getting started with Edvest is an important step to achieve financial wellness. 529 plans, like the Edvest College Savings Plan, are low-maintenance and offer unique tax advantages.

EXCLUSIVE $50 OFFER Edvest invites you to give college savings a try. Open an account with as little as $50, set up recurring contributions or monthly payroll direct deposit of $25 or more for three months. We’ll add $50 to your savings. *Use promotion code EdvestatWork50 when you open the account to take advantage. Share this promotion code with your employees to help them plan their family’s college savings goals. Offer expires December 31, 2020.

*See below for Terms & Conditions. Promotion ends 12/31/2020. Sponsored by the Wisconsin College Savings Plan.

To learn more about the Wisconsin College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. If the funds aren’t used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply. Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Consult your legal or tax professional for tax advice. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Wisconsin College Savings Plan.


PROMOTION TIMING: The Edvest College Savings Plan (“Edvest”) / TIAA-CREF Tuition Financing, Inc. (TFI) Edvest At Work $50 Match Bonus (the “Promotion”) begins on 11/1/20 at 12:01 AM Central Time (CT) and ends on 12/31/20 at 11:59 PM CT (the “Promotion Period”).


PROMOTION CODE: EdvestatWork50

PROMOTION DESCRIPTION: To receive a $50 matching bonus (“the Matching Deposit”), eligible individuals must (a) open a new Edvest account (for a new unique Account Owner/Beneficiary combination) online during the Promotion Period indicating the promotion code “EdvestatWork50” in the Promotion Code field of the online account opening application and with an initial deposit of at least $50 to be contributed and invested at the time the new account is opened, and (b) establish a recurring contribution (from a bank account or by payroll direct deposit) for the new account of at least $25 per month, and shall be maintained at minimum through 11:59 PM CT on March 31, 2021. The Matching Deposit will be made to the eligible account on or before April 30, 2021. Limit: Only one Matching Deposit per new unique Account Owner/Beneficiary combination. Cannot combine multiple Edvest Matching Deposit offers. Void where prohibited or restricted by law.

ELIGIBILITY: Promotion open to legal residents of the 50 United States who are at least 18 years of age or older as of November 1, 2020 and have a social security number or federal taxpayer identification number. The following are excluded: (a) employees of the Wisconsin Department of Financial Institutions and their immediate family members if the employee is directly involved with the management of the Edvest College Savings Plan; TFI and its parent, subsidiaries, affiliates, owners, members, directors, managers, officers, employees, trustees, agents; and their respective immediate family members (spouse, domestic partner, parents, legal guardians, grandparents, grandchildren, siblings, children and “step” of each) and those individuals living in their same household; and (b) FINRA affiliated customers. All taxes and other costs associated with the Promotion are solely the responsibility of the recipient and/or beneficiary. Beneficiary for the new account cannot be a beneficiary of an existing account for that account owner.

MISCELLANEOUS: The Sponsor is not responsible for errors, omissions, interruptions, deletions, defects, or delays in operation or transmission of information, in each case whether arising by way of technical or other failures or malfunctions or computer hardware or software, communications devices, data corruption, theft, unauthorized access to or alteration of Promotion materials, or otherwise. Sponsors reserve the right (a) to modify, suspend, or terminate this Promotion should any technical failure, unauthorized human intervention, or other causes beyond Sponsors’ reasonable control corrupt or adversely affect the security, administration, or proper conduct of this Promotion; and (b) to disqualify any individual who tampers with the Promotion process.

Consider the investment objectives, risks, charges and expenses before investing in a state 529 college savings plan. Carefully read the Plan Description available on Edvest.com.

Investments in a state 529 college savings plan are neither insured nor guaranteed and there is risk of investment loss.

TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Wisconsin College Savings Plan.

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