How Longevity Benefits Work

Simple to set up. Powerful over time. Designed to last beyond traditional retirement plans.

Longevity-Based Financial Security

Savvly is easy to set up and simple to manage. Employers choose to offer Savvly as a standalone benefit or alongside existing retirement plans like 401(k)s.

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Employers enroll eligible employees automatically or through opt-in.
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Each month, a specific amount is added to your Longevity Benefit by your employer. Check with HR to see if employer monthly contributions are available to you.
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Funds are distributed at age 80+ as a longevity payout

Contributions & Growth

Employees receive monthly contributions that grow over time.

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Contributions are allocated into Savvly accounts.
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Over the years, these contributions may grow based on performance of the fund.
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Works with most payroll platforms for automatic contribution processing

Later-Life Payouts

When employees reach age 80, Savvly may begin to provide monthly income.

This longevity benefit is designed to kick in after other benefits (like 401(k)s or Social Security) may run low.

Income can begin at 80 and continue through the rest of life.

Amounts depend on years of participation, total contributions, and account growth.

Support every generation in your workforce.

Whether your workforce includes career starters, mid-level professionals, or those approaching retirement, longevity benefits offer long-term support and signal that your organization values lasting financial well-being.
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Frequently Asked Questions

Is the Longevity Benefit insurance?

No, the Longevity Benefit isn’t insurance, it’s built on a low-cost S&P 500 index fund and distributes more proceeds to investors who live longer.

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Is this a free benefit?

Yes! It’s a new longevity benefit offered for your financial well-being. (Check with your employer for details)

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Is the Longevity benefit a traditional investment fund?

No, the Longevity benefit is not a traditional investment fund. It's a Longevity Benefit where your assets are invested in low cost S&P 500 ETFs, held and protected by a third-party custodian. Savvly Advisor LLC manages the process of new investors entering and exiting the fund.

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How is the Longevity Benefit taxed?

As a qualified ROTH account. You should consult with a tax advisor. Savvly does not provide tax advice.

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What if I die before collecting the benefits?

Unlike some traditional pensions, your family or estate receives all, or the vast majority, of your deposits back. (Please refer to the disclosure for details.)

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What if I leave my employer?

You keep your account, and you can continue funding it, but your company will stop paying into it.

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Get in touch today

Savvly is a modern benefit that supports your workforce, today and tomorrow. Add it as a standalone option or supplement existing plans like 401ks.

Contact information
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