College SaveUp

Ease your employees’ stress
of saving for their children's education with direct contributions
to their 529 college savings plans.

The need for a CSU Plan benefit

More U.S. parents worry about having enough money to pay for their children's college education than any other any common financial concerns. They even worry about it more than saving for retirement.1

Despite the concerns there are only 13.9 million 529 plan accounts in the U.S.2 and less than half of parents are saving for their child’s education.3

You can now help ease your employees’ biggest financial concern, prevent student loan debt from growing and reach your company’s HR goals for a happy, engaged workforce. 

Rising Costs

Parents and students are already taking on considerable student debt to cover the costs of college today. By 2035, the costs are expected to be considerably higher.4

In-State Public$86,000$222,000
Out-of-State Public$136,000$352,000

How it works

Try out the platform to see how easy it is to use.

Request a Product Demo

Customize Program & Contributions

We work with you to design the perfect program for your business and employees. Our easy-to-use interface allows your HR team to set up a plan with no system integration required.

Enroll Employees

It takes less than ten minutes for employees to sign up and be ready to receive their first contribution. Our customer service team is ready to answer any question to ensure a smooth onboarding experience.

Review and Approve

You will have the opportunity to review and approve contributions each month before they are made. This takes just a few minutes to do.

CSU Plan Contributions make an impact on your employees' lives

You can help Edward save

$15,293 in a 529 plan 

for his daughter's education5

The material provided by E*TRADE Financial, LLC or any of its direct or indirect subsidiaries (E*TRADE) or by a third party not affiliated with E*TRADE is for educational purposes only and is not an individualized recommendation. The information contained in the third-party material has not been endorsed or approved by E*TRADE, and E*TRADE is not responsible for the content. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy by E*TRADE.

The E*TRADE Financial family of companies provides financial services, including trading, investing, banking, and managing employee stock and financial wellness benefit plans.

E*TRADE Financial Corporate Services, Inc. acquired Gradifi, Inc. Gradifi offers financial wellness benefits focused on solutions for employers to provide their employees student loan and college savings benefits.

Content and services available to non-US participants may be different than those available to US participants.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

The laws, regulations, and rulings addressed by the products, services, and publications offered by E*TRADE Financial Corporate Services, Inc. and its affiliates are subject to various interpretations and frequent change. E*TRADE Financial Corporate Services, Inc. and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. E*TRADE Financial Corporate Services, Inc. and its affiliates do not provide legal, accounting, or tax advice.

Always consult your own legal, accounting, and tax advisors. E*TRADE Financial Corporate Services, Inc., American Student Assistance (ASA), LendKey, Earnest, and MEFA are separate and unaffiliated companies.

Gradifi by E*TRADE is a licensed provider of money transfer services (NMLS ID: 1959157).

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