ROI analysis:
Secure 2.0 Student Loan Matching

Curious how the Secure 2.0 student loan provision can benefit your bottom line? Our analysts can help! Complete the short form below to receive a comprehensive report with the option to schedule a walkthrough with our team.

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Summer is a mission-driven B Corp using smart technology to become the go-to resource for student loan borrowers across the country.

Summer joins the B Corp movement
Summer was certified by the non-profit B Lab® for meeting rigorous standards of social and environmental performance, accountability, and transparency.
An exceptional rating from the BBB
We have an A+ rating from the Better Business Bureau, signaling our commitment to building trust, maintaining transparency, and safeguarding privacy with our partners and borrowers.

Secure 2.0 speed to market

Summer offers a smart digital solution to accelerate retirement match, helping you scale revenue, faster.

$37,000 forgiven for Meghan
$121,000 forgiven for Jody
$37,000 forgiven for Meghan
Take a step toward revenue

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Now that student loan payments and retirement contributions are no longer competing for participant dollars, recordkeepers are gearing up to implement this new benefit ahead of 2024. Complete the form to receive your custom report, using our pre-filled fields to guide you!

What happens next?

Our analysts will deliver a detailed PDF report via email and follow up to schedule an optional conversation to dive into the details. Our team is also here as a resource for implementation questions.

Ready, set, implement Secure 2.0

Get to know how the Secure 2.0 student loan provisions will benefit your organization:
Secure 2.0 passed, changing retirement forever
Student loan matching provisions take effect January 1st, 2024, creating meaningful opportunities to engage plan sponsors and participants on their most pressing financial wellbeing category.
More participants can benefit
The new provisions level the playing field, allowing all borrowers making student loan payments to simultaneously build toward retirement, increasing financial wellbeing and resiliency.
How the Summer solution can help
Plan sponsors and recordkeepers will be tasked with adhering to new guidance and tax codes, setting up systems to manage contributions, and helping their participants navigate the change.

TechSmith

Employer, Software
Human Resources
Breanna R.
We helped Breanna and her benefits team manage their student loan program, from participant enrollment to reporting.
"We've had a fantastic experience working with Summer and offering the student loan repayment benefit to our employees. Our employees have been highly engaged with the benefit, and it has been well received as a valuable addition to our benefits package. Overall, we highly recommend Summer to any organization looking to offer a student loan repayment benefit to their employees." - Breanna, Human Resources

Summer, PBC
33 Irving Place
New York, NY 10003

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