Financial Resources | SoFi At Work

Financial Resources | SoFi At Work

Financial Resources

Chances are you’re juggling paying off student loan debt or going to school for new skills or a degree– while also paying living expenses, other loans, credit cards, saving for a home, etc. SoFi At Work can help you chart a sound financial path.
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Here's what you need to know

The smarter you are about your financial health, the healthier your finances will be. SoFi At Work empowers you by giving you direct access to savvy financial education tools and bonus/rate-discounted financial products. These tools can help you save dollars today and more dollars well into the future.

 

[Sample Company] supports your financial wellbeing and empowerment with:

 

  • Student loan contributions to help you pay down debt quicker. The program enables your employer to make monthly, after-tax contributions toward participating employees’ student loans.
  • Tuition reimbursement to support your advancement and professional development. The program helps participating employees pay for classes, certificates and degrees.
  • Student loan 401(k) match to help you save for retirement while paying down student debt. The program allows participating employees to earn employer contributions to their retirement accounts by paying off their student loans.

 

While the first step you take might be focused on goals related to student loan repayment and your education goals, the journey doesn’t end there. SoFi At Work is built to be your financial partner as you move through your life. 

 

Think of this as your one-stop shopping “preferred” financial hub where you can explore, learn, compare, and choose to utilize as many of the offered services and products as are relevant for the goals tailored to your life.

If you’re financially independent and competently in charge of your money, you can achieve your ambitions and realize your dreams.

 

That’s why one of the cornerstones to SoFi At Work is the “suite of six” – 6 expert tools and services that help you strengthen your financial muscles, including:

 

  • Financial Health Assessment
  • Student Debt Navigator
  • 529 Savings & Selection Tool
  • Money Management Tools
  • Financial Planning
  • Educational Webinars & Content

 

Use your tools to increase your financial skills.  Then maximize the money-saving advantages available through SoFi At Work discounts and rewards you’ll discover on various key financial products, including mortgages, personal loans, student loan refinancing, and more. 

You can sign up at any time you like.  Of course, the sooner you do, the sooner you can take advantage of the savings!

How It Works

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Create your membership on your SoFi At Work portal

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Input your finances (goals, loans/debts, accounts)

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Track your progress

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Enjoy your financial rewards

You want to refinance your student loan debt.

SoFi At Work helps employees take control of their education finances.

Crafting the life you want requires getting the money part right. It’s important to make smart choices and SoFi At Work helps you do that with confidence.

Frequently Asked Questions

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  • Who is the provider?

    SoFi is the trusted resource for over 8 million members and 1,100+ partner organizations.  That includes some of the largest names in their industries and 7 of the top 10 Fortune 500.  The name SoFi is short for Social Finance, Inc., a business founded in 2011 by Stanford business school students.  Today they are a federally-chartered bank and publicly-traded company.  SoFi has enabled members to pay off more than $34 billion in debt and has funded $73 billion in loans.  
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  • Who in my family can use this program?

    SoFi At Work privileges are limited to employees only.
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  • How much does it cost to sign up?

    Membership is free.
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  • What if my employment status changes?

    Good news! If you leave or retire from your current employer, you can continue without interruption (subject to applicable law and the plan’s terms and conditions). 
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  • How else can SoFi At Work help me financially other than education goals?

    Many ways!  Think of SoFi as a financial information/education resource AND as your source for discounts on financial products like mortgages, personal loans, and advantageous terms on checking and savings accounts.

Are You Ready To Start Saving?

Act now to gain access to financial wellness tools and services.

Do You Need Help?

Our team is ready

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Phone Number: 1-800-000-0000