Recordkeepers
Why offer ESAs
Employer-sponsored emergency savings accounts are the perfect complement to retirement plans
- Provides a more actionable, holistic financial wellness offering for your clients
- Provides referral fee opportunities
- SECURE 2.0 has established ESAs as a valuable benefit for employees
- People with adequate emergency savings are 70% more likely to contribute to DC retirement plan
- Improves financial health of LMI employees
- Employees with significant emergency savings are 50% less likely to withdraw from retirement
- Increases ongoing engagement by adding a sticky solution to your platform
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.
Why SecureSave
The category-leading emergency saving solution
The only customizable and integrated ESA solution out there
- The easy solution for your customers
- Integrates into your existing interfaces for a seamless customer experience
- Keep your brand in focus
- We support co-branded or partner branded product offerings
- Turnkey outsourcing solution
- Offer customers a cost-effective, powerful and branded ESA program without draining internal resources
- Leave the operations to us
- Include best-in-class services across compliance, financial operations, technical operations, and customer support
60%
Adoption
Industry-leading adoption rates
$76
Average monthly savings
25.7% of employees contribute more than they need to match
87%
Savings retention
The vast majority of funds stay in employees' ESAs each month
What partners get from SecureSave
- Co-branded emergency savings product
- Co-branded employee- and employer-facing website with custom design elements
- Participant-facing ESA Widget or API
- SecureSave can integrate to the level you want, including SSO capabilities
- Dedicated sales and implementation support
- Experts from our team as both your main point of contact for sales support and providing support to your clients during implementation
- Custom reporting for you and your clients
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 or fill out our web form.