1
https://tiaa.new-media-release.com/mit-agelab/
2
Candidly helps users select and enroll in the optimal repayment plan, saving those who qualify an average of $358 per month. Based on users who received plan assessments for income-driven repayment programs between Jan 2020 and April 2022
3
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/employers-explore-repaying-student-loan-debt.aspx/
4
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/congress-considers-a-new-round-of-retirement-legislation.aspx
Request a demo
If you are an employee who is looking to sign up for your company's benefit, contact help@getcandidly.com.
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For the retirement industryUnlock savings today for a financially sound tomorrow.
Let’s be candid: when it comes to financial wellness in today’s workplace, there’s a disconnect between what plan sponsors offer and what participants need. Our platform bridges the gap — all while supercharging engagement and retirement savings.
Acquire and expand with the solution that brings retirement goals within reach.
When passed, the Secure Act 2.0 will grant tax incentives to employers who match employees’ student debt payments with retirement contributions.4
Deliver solutions that meet your customers where they are
Build the right solution for your customers with Candidly’s configurable AI-driven student debt and savings optimization platform that delivers immediate impact to the wallet.
Candidly core capabilities
Federal forgiveness finder
College planning
Articles and how-to-guides
Public service loan forgiveness
Auto-payments
Student loan dashboard
Gamified repayment
Friends and family
Multi-lender marketplace
Premium capabilities
Employer contributions
Retirement match (SECURE Act 2.0)
Expert coaching
The power of Candidly - for you, your plan sponsors, and participants
Boost adoption
Unblock retirement savings by unlocking student debt savings.
Maximize the match
Empower participants to maximize their employer match through student loan payments and elective deferrals.
Give plan sponsors an edge
Benefits that address financial wellbeing give clients an edge in the race to retain and attract talent.
Defend and grow marketshare
Be ready, day 1, for the SECURE Act 2.0 passage. Your customers are counting on you.
Boost adoption
Unblock retirement savings by unlocking student debt savings.
Maximize the match
Empower participants to maximize their employer match through student loan payments and elective deferrals.
Give plan sponsors an edge
Benefits that address financial wellbeing give clients an edge in the race to retain and attract talent.
Defend and grow marketshare
Be ready, day 1, for the SECURE Act 2.0 passage. Your customers are counting on you.
Operationalize the SECURE Act 2.0
Student loan verification
Our proprietary loan verification widget allows us real-time visibility into student loan accounts to verify payments with industry-leading accuracy.
Match calculations
We support your ability to calculate participants’ match based on their student loan payments and plan sponsor program design.
Our platform — or yours
Deliver a seamless, white-labeled digital experience from the Candidly platform or embed our elegant user experience within your own native experience.
Flexible delivery
Get to market on your timeline with as much or as little customization as you need thanks to flexible integration options.
