02:40
SavvyFi helps employers support student debt, education savings, and upskilling with personalized coaching and flexible benefits that help attract and keep top talent.
Transcript:
What is SavvyFi?
At its core, SavvyFi partners with employers to support their team's education and upskilling costs, past, present, and future. Our app provides a guided experience for your employees as they pay down past student debt and plan for what's next. Employees log in, connect their loans, or open education savings accounts, and immediately see where they stand. Behind this simple interface is persona...
Posted April 17, 2026
02:50
Basic Capital helps employees build real retirement readiness by increasing early-career investing power, giving employers a smarter 401(k) that drives engagement, retention, and better long-term outcomes.
Transcript:
What is Basic Capital?
Basic Capital is a 401k provider on a mission to truly get teams retirement ready. The average American worker isn't on track for retirement. They need nearly $2 million to retire comfortably, but the median 401k balance is just $38,000. Participation and contribution rates are too low, and it's because employees don't believe that their retirement be...
Posted December 22, 2025
02:53
Lively is the benefits solution provider that gets it right. Offering HSAs, FSAs, HRAs, Lifestyle and Medical Travel accounts, and COBRA, our solutions are simple, trusted, and reliable.
Transcription:
What is Lively?
Thanks, Chris. Very happy to be here to talk about Lively, the benefits solutions provider that simply gets it right. In an industry that has been marked by mergers and acquisitions over the last several years, Lively is proud to offer our own proprietary technology that was built for today. We designed our solutions to take the guesswork out of managing benefits, and our i...
Posted August 25, 2023
