The benefit your employees can continue to thank you for.

Introduce The Longevity Benefit. Go live in under a week. Supplements existing plans without replacing them. No health screening, no IT project. Covers the years most other benefits ignores.

Why employers choose Savvly

Add the retirement support most benefits leave out.

Close the retirement coverage gap
Most benefits help employees save. Fewer are built to support the years when retirement becomes hardest to fund.
Support workforce mobility
When employees are not financially ready to retire, career progression can stall and workforce planning gets harder.
Built to fit what you already offer
Savvly's Longevity Benefit works alongside your existing 401(k) and payroll setup, without overhauling your benefits stack.
SEC-RegisteredNo health screening

Your employees are saving diligently. Their savings may stop working at 80.

Most retirement plans were designed for accumulation, not for a 25-year retirement. When employees reach their 80s, traditional accounts run thin. That cost falls to families, and often back to employers who face workers who can't afford to retire.

Savvly's Longevity Benefit can fill that gap structurally, at a cost that makes sense as an employer benefit.

54%
Of Americans 55+ have retirement savings far below recommended benchmarks
GOBankingRates Survey, 2023
85+
Fastest-growing segment of the U.S. older population, and the most financially exposed
Population Reference Bureau, U.S. Census Bureau data
<1wk
Time to go live with Savvly. No disruption to existing benefits
Savvly implementation timeline
0
Discrimination tests required. Equally accessible to every employee
Savvly product structure
How It Works for Employers

Simpler than you'd expect. Meaningful for decades.

Works alongside your existing 401(k) and benefits stack. No replacement, no disruption, just a new layer that covers what nothing else does.

01 / Add it

Add Savvly to your benefits package

Sign an agreement, configure contribution levels, connect to payroll. Our team handles everything. Live in under a week. Works with ADP, Rippling, Gusto, and more.

02 / Employees enroll

Employees contribute monthly

Employees choose their contribution level, as little as $10/month. Payroll-deducted automatically. No health screening required.

03 / The result

Potential cash at 80, 85, 90, and 95

Employees may receive structured cash at each milestone, when traditional savings may run out. You gave them something that can last their whole life.

<1 wk
Time to launch
No legal, no IT, no disruption to existing benefits.
0
Discrimination tests
Equal access for all employees. No health screening needed.
$10
Minimum per month
Flexible, voluntary, and employee-funded.
Longevity Benefit · Case Study

How the Longevity Benefit can play out over a lifetime.

A hypothetical story about David, one of your employees, and what a Longevity Benefit may mean for his life after 80.

Today · Age 45

David is 45. He's never had a benefit like this.

He maxes out his 401(k) when he can and worries about retirement like everyone else. He's never had a benefit that covers what happens after 80. That changes today.

Enrollment · Same Day

He adds Savvly's Longevity Benefit, alongside his 401(k), not instead of it.

$50/month. Payroll-deducted. No health screening, no new account to manage. His contributions join a pooled S&P 500 index fund held in custody at U.S. Bank, using low-cost S&P 500 ETFs managed by Vanguard and Fidelity. Same market returns. A new layer on top.

Years 1-35 · The Fund Grows

The fund works quietly in his favor.

When other investors leave the fund early, their uncollected growth may be reallocated to remaining investors. David doesn't have to do anything. He just has to stay. The longer he does, the more that reallocation may compound in his favor: a second engine running alongside market growth.

Ages 45-80 · Life Happens First

Between now and 80, David has a lot of living to do.

His kids need help with college. There are weddings to celebrate, trips to take, parents to care for. Healthcare costs creep up. Life doesn't get cheaper, and his 401(k) and savings have to stretch across all of it. Savvly's Longevity Benefit doesn't touch any of that. It runs quietly in the background, building a separate layer of potential security for the years when everything else may be running thin.

Age 80, 85, 90, 95 · Payouts Begin

Traditional savings are running thin. Savvly's Longevity Benefit arrives.

David's 401(k) has been drawing down for fifteen years. Social Security covers the basics. But the costs that nobody plans for, ongoing healthcare, housing adjustments, the support his own family may need from him, those are real. This is when Savvly's Longevity Benefit may pay out, in structured potential installments that can be timed to arrive when they may be needed most.

The benefit follows him for life.
Should David ever change jobs, his Longevity Benefit account moves with him, fully portable, completely intact. And if he ever needs to exit early, the early withdrawal value is calculated as 75% of the contribution plus an additional 1% for each year held, capped at 100%. This percentage is applied to the lesser of the original investment (excluding any sales load) or its current market value, and is calculated for each remaining scheduled payout. For a full breakdown of assumptions and legal disclosures, please review the fund prospectus. His investment is never trapped.
Hypothetical illustration only. David is a fictional employee. Actual results may vary based on contribution amount, fund performance, investor behavior, and market conditions. Not a guarantee of future performance. Investment involves risk, including possible loss of principal.
Why Choose Savvly

A benefit that works at every level of your organization.

Win and retain top talent

Savvly is first-of-its-kind. No competitor offers it. It gives your recruiter a conversation no one else can have.

Differentiates your offer in a crowded market
Signals long-term care for employee wellbeing
Resonant with mid-career and senior employees

Simple to administer

No discrimination testing, no health screening. Built by a team led by a former SEC official to be employer-friendly from day one.

No ADA or HIPAA complications
Equal access for all employees by design
Developed with former SEC leadership

Stacks with existing benefits

Adds the one layer every benefits package is missing. Runs alongside 401(k), HSA, life insurance without conflict.

Payroll integration with major providers
No disruption to existing plan administration
Portable when employees change jobs

What HR teams ask most often.

"Is Savvly an annuity or insurance product?"
No. Savvly's Longevity Benefit is an SEC-registered investment fund. It is a capital markets structure regulated by the SEC. It is NOT an insurance product and NOT an annuity.
"What happens when an employee leaves?"
The benefit is fully portable. When employees leave, their Savvly account goes with them. They can continue contributing independently. The Exit Rule means they can withdraw anytime. The early withdrawal value is calculated as 75% of the contribution plus an additional 1% for each year held, capped at 100%. This percentage is applied to the lesser of the original investment (excluding any sales load) or its current market value, and is calculated for each remaining scheduled payout. For a full breakdown of assumptions and legal disclosures, please review the fund prospectus.
"How long does implementation take?"
Under a week for most employers. Our team handles setup, integration with your payroll provider, and employee communication.
"What's the cost to us as an employer?"
Employer administrative cost is minimal. Savvly's Longevity Benefit is employee-funded through payroll deductions. Employers aren't required to match or contribute.
Get Started

Ready to offer something none of your competitors can?

Book a 30-minute call. We'll walk you through the benefit, the implementation, and what your employees will experience.