Longevity benefits

Introduce the Longevity Benefit Your Clients Didn’t Know They Needed

Help clients support their employees beyond the 401(k) with a benefit designed for life’s later chapters. Savvly gives you something new, human, and impactful to offer.

Partnered with

What Happens After 80 Shouldn’t Be a Question Mark

60%
Nearly 60% of older workers say they expect to retire later than originally planned.

Transamerica Center for Retirement Studies, 2023

15%
Only 15% of private-sector workers now have access to a traditional pension.

U.S. Bureau of Labor Statistics, 2023

50%
People age 65 today have a 50% chance of living past age 85 and a 25% chance of living past 92.

Social Security Administration, 2023

Add Something Fresh That Solves Something Real

Savvly helps employees build a reserve that may unlock monthly payouts starting at age 80, when traditional savings often run out. It’s not insurance, and it’s not a pension. It’s a smarter financial safety net.

A New Regulated Category

Savvly isn’t insurance or a pension, it’s something new:
A longevity benefit, designed to step in when other plans step away. It’s a promise for the years that often get forgotten, the 80s and 90s, when the question isn’t “Did I retire?” but “Will I be okay?”

Built for Modern Workforces

Today’s workforce is more diverse, mobile, and stretched than ever, working longer, saving harder, and wondering if it’s enough.

Savvly was built for them: Flexible, inclusive, and transparent. A benefit that meets people where they are, and stays with them as they move through life.

Late-Life Financial Protection

Retirement doesn’t end at 65, and neither should support. When most benefits stop, Savvly begins, providing structure and potential income when savings run thin and the future feels uncertain. It’s a quiet reassurance in the final stretch when being prepared means everything.

Project Image

Ready to Rethink Retirement Support?Let’s Build Something Extraordinary.

Join With Us Image
Join With Us Image
Why Employers Choose Savvly

Future-Proof Your Benefits Without Complex Plans

Built for Longevity

A late-life benefit strategy that helps address outliving retirement savings.

Designed to support employees into their 80s and beyond
No lifetime liability or funding risk for employers
Flexible contribution structure you can control
Boost retirement outcomes by 20–30%
Complements Your Current Benefits

Savvly integrates with your existing 401(k) or retirement plan.

No disruption to your current retirement setup
Works alongside 401(k)s, IRAs, and other programs
Engage employees with optional education and financial tools.
Easy for employees to understand and track
Encourages Retention

The longer employees stay, the more value they may unlock, helping reduce turnover.

Contributions can grow over time based on tenure
No need to increase salaries to boost loyalty
Shows long-term care for loyal workers
Stand out in a competitive talent market.
Supports Workforce Mobility

When employees feel confident, they’re more likely to retire on their own terms.

May help open roles for new or younger employees
Reduces financial pressure to delay retirement
Encourages thoughtful career transitions
Aligns workforce planning with employee needs
Scalable Cost Model

Savvly is cost-efficient, with no health-checks, or hidden fees.

You choose the monthly contribution per employee
No long-term contracts. Seamless integrations
Scales easily for mid-size and large teams
No extra cost as employees age or move up the ladder
Inclusive by Design

Savvly works for everyone, regardless of income, job type, or health status.

Equal access for hourly, salaried, and part-time staff
Structured as a standalone ERISA plan.
Aligns with DEI and equity goals
Respects all roles across the plant floor and offices

“Savvly’s pooled equity model introduces a fresh alternative to traditional retirement planning products, combining the growth potential of the market with structured late-life payouts.”

Rob Burgess
Technology Reporter, WealthManagement.com

“Savvly is taking a novel approach to longevity risk by pooling investments and distributing them later in life — a structure that could resonate with employers and retirees alike.”

Dinah Wisenberg Brin
Reporter, ThinkAdvisor

I think it really is an innovative and fun advancement.

David Blanchett
Managing Director, PGIM DC Solutions

Seamless Integration, Zero Disruption

Savvly works with the platforms your clients already use — making setup fast, easy, and frictionless.There’s no need to overhaul systems or retrain teams. We plug right into your clients’ existing payroll and HR platforms, and handle the onboarding so you don’t have to.

Savvly in the News

Savvly is changing the conversation around long-term financial security—and people are talking.

A New Kind of Benefit Your Clients Will Thank You For

Savvly is a modern longevity benefit that helps your clients support their workforce, not just at retirement, but long after. It’s a smart addition to traditional plans like 401(k)s, designed for today’s longer, less predictable retirement journeys.

Be the partner who brings peace of mind. Learn how fast and easy it is to introduce Savvly’s Longevity Benefit to your clients.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.