The Education Plan for Employers

Empower your employees to meet their educational savings goals with a 529 college savings plan.

Adding The Education Plan to your employee benefits package is an easy, no-cost, hassle-free way for you to support the financial wellbeing of your employees and your company’s bottom line. Unlike other benefit programs, The Education Plan requires very little from HR while offering your employees the opportunity to save towards education goals for themselves and/or their loved ones on a regular basis through payroll direct deposit.

Increasing 529 plan participation significantly increases college attendance and graduation rates.* Plus, it reduces the burden of student debt and financial stress in the workplace that can lead to lower productivity and higher turnover. Employers can play a key role in strengthening their current and future workforce with one easy step.

  •  No cost to employer
  •  Potential tax benefits for you and your employees
  •  No fiduciary responsibility
  •  Easily enhance your benefits package
  •  Empower your employees and their loved ones  to further their education with less debt
  •  Gives you a competitive edge for recruitment & retention
  •  Matching contributions optional
*Center for Social Development, 2013, ”Small-Dollar Children’s
Savings Accounts, Income, and College Outcomes”

Ready to Get Started?

Get in touch if you’re interested in learning more or are
ready to add The Education Plan to your benefits package.

Adding The Education Plan as an
employee benefit is easy:

1

Employees can enroll online.

2

To make paycheck contributions, employees would complete the Payroll Direct Deposit form and submit to HR/benefits department.

3

Contact us using the form on this page to set up an on-site informational workshop or webinar for your employees and invite us to participate in annual benefits events.

4

Using the form on this page, get on the employer email list to receive important updates and periodic reminders about the Plan to share with your employees.

Hear from employers who added The Education Plan as a benefit.

Trusted by Employers

Forms and Brochures for Employers

Employer Overview
Brochure

Benefits of saving for The
Education Plan's 529 direct
deposit option.

VIEW ONLINE

The Education Plan
Brochure

An introduction to The
Education Plan and
what it offers.

VIEW ONLINE

The Education Plan Employers
Flyer

Share the Education
Plan’s brochure easily in
a printable flyer format.

VIEW ONLINE

Folleto de El Plan de
Educacion

Conoce un poco mas de El
Plan de Educacion y que
puede ofrecerte.

LEE EN LINEA

Employer Payroll Deduction Enrollment Procedures

An overview of how employers can establish payroll deductions with The Education Plan.

VIEW ONLINE

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The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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