## Why offer ESAs

To reduce employee financial stress for your clients

**For you**
- Be viewed as an expert and trusted advisor
- Provide clients with preferred pricing for a new, impactful benefit
- Win new accounts and deepen your relationships with clients
- Low-lift, flexible sales process with variable level of involvement

**For your clients**
- Keep employees engaged in a healthy savings habit that reduces retirement plan leakage
- Use it as a recruitment and retention tool in a tight labor market
- Low-cost benefit that provides impactful financial results for employees
- White glove implementation support for an easy-to-administer benefit for HR and payroll teams

People with adequate emergency savings are [70% more likely to contribute to DC retirement plan](https://401kspecialistmag.com/emergency-savings-and-retirement-planning-tightly-linked/)

People with access to emergency savings are [10x more likely to be focused at work](https://newsroom.fidelity.com/pressreleases/fidelity-research--emergency-savings-ranked-the-no.-1-savings-goal-after-retirement/s/3bdfd933-090c-46de-bca8-ce7355f88043)

### Check out our 3-minute demo video

See a quick overview of the employer portal and the employee app. If you have additional questions after viewing the demo, you'll be able to request additional information.

[Watch the demo](https://www.securesave.com/#demo)

## Why SecureSave

The category-leading emergency saving solution

### SecureSave is a high impact solution that delivers results

- Immediate influence on financial well-being
- Clients' employees can start saving immediately
- Start any time of year
- Not tied to any open enrollment period
- Strengthens existing client retirement plans
- A necessary complement to 401(k), 403(b), or pension plans
- Simple enrollment takes just a few minutes
- Easy signup process designed to drive high adoption rates
- Employer match & bonus capability
- Clients have the ability to match and provide flexible non-ERISA incentive structure

[Learn more](https://www.securesave.com/whitepaper)

### 60%

Adoption

Industry-leading adoption rates1

### $76

Average monthly savings

25.7% of employees contribute more than they need to match1

### 87%

Savings retention

The vast majority of funds stay in employees' ESAs each month1

## What does a typical partnership look like?

A partnership with SecureSave can offer you the following...

- **Referral Partner Program**  
Where your business sends leads over to SecureSave and receives preferred pricing
- **Standard Referral Agreement**  
A co-signed agreement where the referring company receives revenue share if the lead purchases SecureSave
- **Revenue Share Opportunity**  
Based on clients who launch SecureSave, partner receives a percentage of program revenue earned

## What partners get from SecureSave

- Dedicated SecureSave relationship manager and onboarding specialist  
Experts from our team as both your main point of contact and providing support to your clients during implementation
- Custom reporting for you and your clients  
Understand the impact of your clients' emergency savings programs with detailed reporting
- Sales and Marketing support  
Co-branded content with SecureSave marketing team and sales support from SecureSave's sales team

## Partner with SecureSave

**Join our partner program, then start referring companies.**

Our partnerships team will provide a discount for your clients. We’ll also discuss other ways we can partner with you, including asset management custody arrangements, product integrations, and bundling.

For more information, please email us at [info@securesave.com](mailto:info@securesave.com) or fill out our web form.