Partners

Consultants & Advisors

Reduce employee financial stress for your clients that will boost employee engagement in savings, improved recruitment and retention, and a low-cost, high-impact financial benefit.

Why offer ESAs

To reduce employee financial stress for your clients

For you

Be viewed as an expert and trusted advisor

Provide clients with preferred pricing for a new, impactful benefit

Win new accounts and deepen your relationships with clients

Low-lift, flexible sales process with variable level of involvement

For your clients

Keep employees engaged in a healthy savings habit that reduces retirement plan leakage

Use it as an recruitment and retention tool in a tight labor market

Low-cost benefit that provides impactful financial results for employees

White glove implementation support for an easy-to-administer benefit for HR and payroll teams

People with adequate emergency savings are 70% more likely to contribute to DC retirement plan

People with access to emergency savings are 10x more likely to be focused at work

Check out our 3-minute demo video

See a quick overview of the employer portal and the employee app. If you have additional questions after viewing the demo, you'll be able to request additional information. 

Why SecureSave

The category-leading emergency saving solution

SecureSave is a high impact solution that delivers results

Immediate influence on financial well-being
Clients' employees can start saving immediately

Start any time of year
Not tied to any open enrollment period

Strengthens existing client retirement plans
A necessary complement to 401(k), 403(b), or pension plans

3-click enrollment in under 2 minutes
Easy enrollment process leads to very high adoption rates

Employer match & bonus capability
Clients have ability to match and provide flexible non-ERISA incentive structure

62%

Adoption

Industry-leading adoption rates

$76

Average monthly savings

25.7% of employees contribute more than they need to match

87%

Savings retention

The vast majority of funds stay in employees' ESAs each month

What does a typical partnership look like?

A partnership with SecureSave can offer you the following...

Referral Partner Program

Where your business send leads over to SecureSave and receives preferred pricing

Standard Referral Agreement

A co-signed agreement where the referring company receives revenue share if the lead purchases SecureSave

Revenue Share Opportunity

Based on clients who launch SecureSave, partner receives a percentage of program revenue earned

What partners get from SecureSave

Dedicated SecureSave relationship manager and onboarding specialist

Experts from our team as both your main point of contact and providing support to your clients during implementation

Custom reporting for you and your clients

Understand the impact of your clients' emergency savings programs with detailed reporting

Sales and Marketing support

Co-branded content with SecureSave marketing team and sales support from SecureSave's sales team

Partner with SecureSave

Join our partner program, then start referring companies.

Our partnerships team will provide a discount for your clients. We’ll also discuss other ways we can partner with you, including asset management custody arrangements, product integrations, and bundling.

For more information, please email us at info@securesave.com or fill out our web form.