Edvest is the tax-advantaged 529 savings plan sponsored by the State of Wisconsin and is available as an employee benefit. Consider adding Edvest at Work as a financial wellness solution to help your employees save for their children’s or grandchildren’s higher education, moderate student debt and build a skilled Wisconsin workforce.
Best of all, Edvest at Work is available at no charge to employers. There are no reporting requirements and Edvest provides free employee support. And your employees may save thousands of dollars in Wisconsin tax savings!
Wisconsin Employer Tax Credit
Plus, employers that contribute to employees’ Edvest accounts may be eligible for a state tax credit equal to 25 percent of the total contribution. Please consult a tax advisor for the applicable maximum tax credit per employee per tax year. Learn More
Are you an employee interested in opening an Edvest account?
Saving for higher education expenses for your loved ones, or even yourself, is easier with automatic contributions. Learn how Edvest can help to meet your higher education savings goals by scheduling an appointment with one of our college savings specialists, reviewing our FAQ’s, or watching a live or recorded webinar. If you are looking for instructions on how to set-up payroll direct deposit download our Edvest Employee Payroll Guide.
Help make your employees aware of Edvest and the ability to save for future higher education expenses for their children, grandchildren, other loved ones or even themselves via payroll direct deposit. These materials, which may be printed or linked to electronically, make it easy to promote Edvest at Work.
Employee Payroll Guide
A flyer describing the easy steps to establish payroll direct deposit.Download
Edvest College Savings Plan brochure describing program features and benefits.Download
"What is a 529 Plan" Flyer
Flyer containing Q&As about 529 college savings plans.Download
Blog/Newsletter template that can be easily copied to introduce Edvest at Work to your employee benefit program.Download
Email template that can be easily copied to introduce Edvest at Work to your employee benefit program.Download
Web banners for use on your website or as an accompanying visual to an email or newsletter.Download
Edvest logos in several file types for posting to your website, social media and employee materials.Download
Sample of customizable Edvest materials including onsite or remote Edvest presentation and promotional flyer.Download
Helpful details to add Edvest at Work to your benefits package.
Employer Payroll Guide
A detailed guide describing the easy steps for your employees to establish payroll direct deposit.Download
Employer Tax Credit
Details describing the benefits of offering Edvest at Work and process of making employer contributions to employee Edvest accounts.Download
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