Cloud-Based Financial Wellness and Student Loan Assistance Platform
Location:
Washington, District of Columbia, United States
Posted on:
Deadline:
Summary:
Seeking a provider for a secure, integrated cloud-based platform offering financial wellness, student loan assistance, and related employee benefit tools for eligible employees.
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The organization seeks a vendor to provide a comprehensive cloud-based financial wellness and student loan assistance platform. This platform must cater to eligible employees and deliver support in student loan repayment, college planning tools, and a broad suite of financial wellness services designed to enhance overall employee financial stability and well-being.
Essential features include student loan repayment plan comparison and optimization tools, administration of employer-sponsored student loan repayment benefits, and access to college planning calculators and 529 savings education resources. The platform should also offer emergency savings solutions, budgeting tools, and retirement savings integration tools—including student loan retirement match capabilities.
A secure, cloud-based environment with mobile accessibility is required, as well as integration with payroll and benefits systems. The solution should provide an employer reporting dashboard to measure program outcomes and effectiveness.
Best-fit vendors:
• Experience providing financial wellness and student loan assistance platforms to enterprise clients
• Proven capability to integrate with payroll and benefits systems
• Demonstrated expertise in secure, cloud-based and mobile-accessible solutions
• Track record of measurable outcome reporting and employee benefits administration
• Familiarity with U.S. compliance and employee benefit programs
