Booth #6414S · Mandalay Bay · Las Vegas · Sept 13–16

Meet Savvly at HR Tech 2025

Savvly is the modern longevity benefit that helps employees thrive beyond retirement. We complement your 401(k) — not replace it — by rewarding employees who live longer. It’s built for HR leaders who want to innovate responsibly, with no administrative complexity and no ERISA risk.

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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.

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FAQs

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.

Is this a free benefit?

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

Can I add my own contributions?

Yes!

What if I leave my employer?

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

Are there any medical requirements?

No medical exam or health history is required. Savvly is based purely on financial contributions and doesn’t take your health into account. However, Savvly is designed for those who expect a long retirement.

How is the Longevity Benefit taxed?

As a long-term investment gain after payout dates. You should consult with a tax advisor. Savvly does not provide tax advice.

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.)

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.

How does Savvly protect my money?

Your money is invested in ETFs run by the largest asset managers in the world (Vanguard, Blackrock, Fidelity) and is securely held in a 3rd party custodian (US Bank). Savvly never directly manages the assets.

Meet Savvly at HR Tech 2025

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