Announcing $20.5M in Series B funding!

Congress passes SECURE Act 2.0

https://tiaa.new-media-release.com/mit-agelab/

https://tiaa.new-media-release.com/mit-agelab/downloads/AgeLab_Student_Debt_Executive_Summary.pdf

https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/employers-explore-repaying-student-loan-debt.aspx/

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https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/congress-considers-a-new-round-of-retirement-legislation.aspx

For plan sponsors and recordkeepers

Unlock the savings power of a student loan retirement match

Employers can help bridge the gap between paying down debt and saving for retirement. Candidly can get you started today.

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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 our out-of-the-box solution or embed our elegant platform 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.

Bring retirement goals within reach for everyone with the SECURE Act 2.0

The SECURE Act 2.0 grants tax incentives to match employees’ student debt payments with retirement contributions.⁴

8/10

8 in 10 borrowers say their student debt hinders their ability to save for retirement.¹

73%

73% of people expect to begin or increase their retirement savings once their student debt is paid off.²

25%

25% of people cite student debt as the reason they don't participate in a retirement plan.³

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Deliver solutions that meet your customers where they are

Candidly’s fully configurable platform delivers student loan retirement match along with a full range of capabilities to optimize student debt and deliver 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.