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Crisis Planning | Long-Term Savings | Grandparents | Medical Professionals Highly Compensated Executives | Human Resources Professionals

Human Resource Directors & College Planning
A unique system for helping employees deal with college

Human resource professionals are the heart of the company. They manage one of the most important assets a company has—its employees.

Not only do they find and hire good employees, they need to create an environment that allows the employees to concentrate on their work.

Many employees are worried about how they will be able to educate their children. This can distract them from their work.

College Money is nationally recognized as a premier college financial planning firm. We have the expertise and the experience to help you develop effective solutions to help your employees

  • We have helped thousands of parents solve their college problem
  • We are featured regularly in The Wall Street Journal, Fortune, The New York Times, and Investment News
  • We have worked directly with Fortune 500 companies to help them provide information and solutions to their employees
  • We have worked with smaller, privately-held companies to assist their executives in crafting a plan that suits them
  • We understand the unique issues faced by executives who will probably foot the entire bill for college
  • College Money chaired a national conference of 529 plan sponsors on the subject of payroll deduction 529 plans. We learned about issues of concern
    • How does an employer educate employees effectively?
    • How does the employer encourage a high level of participation?
    • How does an employer set-up plans when employees live in different states?
    • How does an employer coordinate a college savings plan and 401(k) plan so that participation in the 401(k) doesn’t suffer?
    • How can an employer take care of the “higher income employees” when it comes to college planning?

College Money Can Help You:

  • We have a series of education workshops for employees
    • Crisis Planning-what to do when your child is in high school and you don’t have enough saved
    • Long-term Savings – How to develop a savings plan to fit your family
    • Your child has been accepted, now what do you do?
  • We have developed small workshops specifically for high income exec to encourage participation in the company’s 529 plan.
  • We have developed an executive tool kit that demonstrates how not saving for college can negatively impact retirement
  • We have worked with a large corporation to develop web-based education materials.
  • We worked with a publicly traded company’s president who planned to use his stock options to pay for college, but needed to be sensitive to the impact that selling them would have on the company’s stock price.
College Money uses the expertise and proprietary tools that we developed through 25 years of experience to help corporate clients help their employees solve college issues.

Contact College Money today to ask for your HR College Planning starter kit and learn how we can help you.