The Modern Savings Platform | Vestwell
Tuition Reimbursement
For Advisors
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Vestwell’s tuition reimbursement program helps your clients invest in a more productive and loyal workforce—while equipping you with a new solution to scale your practice.
Deepen client relationships—and build new ones
80% of workers would be more likely to stay at a company that offers tuition assistance.¹ Advisors who offer this benefit can help improve workforce retention for clients and create stickier relationships.
Expand your workplace savings portfolio
Go beyond retirement by offering a full workplace benefits suite for all of life’s important moments, including tuition reimbursement, 529 education savings, student loan repayment, and more.
Deliver a powerful benefit with ease
With a hands-off solution, you can focus on building your book of business in new ways, not managing tuition reimbursement program details, while Vestwell handles implementation and ongoing program management with your clients.
Public Service Student Loan Forgiveness
Centralized resources and tools to navigate federal student loan forgiveness options, confirm eligibility, and track payment progress for employees in public service roles.
Learning Center
A complimentary, integrated library of financial wellness resources and interactive learning modules on foundational topics, from budgeting to saving for a home to planning for milestones.
One platform, multiple education benefits.
Tuition reimbursement lives within the broader Vestwell education benefits and workplace savings suite, enabling you to support client needs from education through retirement and all moments of the financial journey—in one place.
Vestwell Savings Industry Report: The Rise of Education Savings as a Workplace BenefitInsight](/content/blog/vestwell-2024-savings-industry-report-the-rise-of-education-savings-as-a-workplace-benefit/index.html)Savings at Work: A Guide to Determining the Right Financial Benefits for Your TeamInsight](/content/blog/financial-wellness-at-work-a-guide-to-determining-the-right-benefits-for-your-team/index.html)Savings at Work: A Guide to Setting up a Financial Benefits PackageInsight](/content/blog/financial-wellness-at-work-a-guide-to-setting-up-a-holistic-benefits-package/index.html)
Expand your practice with tuition reimbursement.
Tuition reimbursement is more than a perk—it’s a strategic lever that differentiates your offering and enables long-term client growth.
Can I offer this to all of my clients?
Yes. Vestwell’s platform supports tuition reimbursement across employers of all sizes and industries.
Does this integrate with other Vestwell solutions?
Absolutely. You can bundle tuition reimbursement with retirement, 529 education savings accounts, student loan repayment, and more.
How involved do I need to be in setting up the tuition reimbursement program?
Vestwell handles all onboarding and program implementation in partnership with your clients—no work needed on your end, but we can keep you involved as little or as much as you’d like.
Are there tax benefits for my clients?
Yes. Employers can deduct up to $5,250 tax-free per employee per year, increased for inflation, for qualified education expenses under IRS rules.
Is there a minimum number of employees required?
No, there is no minimum. Tuition reimbursement is configurable and scalable to meet each client’s needs, and program details can be easily adjusted as a company evolves.
529 Education Savings
A tax-advantaged way to save for future education costs](/content/products/529-educational-savings/for-advisors/index.html)
Emergency Savings
A secure way to save for life's unexpected expenses](/content/products/emergency-savings/for-advisors/index.html)
403(b)
A retirement plan for schools, nonprofits, and certain public organizations](/content/products/403b/for-advisors/index.html)