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Employer Sponsored College Savings

SEFCU's employer sponsored college savings plans are a great benefit for employees and their families.

Help Your Employees Save for College!

How many of your employees have college in their children's future, or their own? With a College Savings Plan, you can help them build their education fund.

Getting started is easy. You choose a New York State plan for voluntary employee investment deposits, and SEFCU takes care of the paperwork. Each employee decides how much to set aside and invest over a range of asset allocation options.

No taxes are paid on the account funds when they are withdrawn for tuition, room and board, supplies, and other qualified education expenses.

SEFCU Wealth Management Services* can help provide your employees a convenient and valuable way to meet one of life's greatest expenses. And you’ll reap the benefits of happy and loyal employees.

Learn about all the Advantages of a SEFCU College Savings Plan!

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.

Not NCUA Insured  Not Credit Union Guaranteed  May Lose Value 
Not Guaranteed by any Government Agency  Not a Credit Union Deposit