Give Your Employees an Added Benefit: At No Cost to You

Thank you for your interest in the Path2College 529 Plan (the Plan). We are pleased to provide you with an on-line Employer Payroll Deduction Guide designed to assist you in establishing and successfully promoting the payroll deduction feature for the Path2College 529 Plan to your employees.

 With your interest in establishing the payroll deduction feature for the Plan, you are helping your employees take the first step in becoming better prepared for future education expenses. The Plan offers various tax advantages and flexibility in order to help employees begin the important process in saving for higher education. The payroll deduction feature makes saving even more convenient for your employees and requires a minimal amount of work from you, the employer.

The second step of this process rests with us. We are here to provide education about the Plan in a variety of ways. We are available, at no cost to you, to host on-site employee seminars, on-line web based presentations, or attend employee benefit fairs to educate your employees about the Plan and its many benefits. There are other employer resources available to you, again all at no cost to you, such as posters and table tents, which are perfect for the cafeteria and other common areas. Utilizing these resources can help more employees to take advantage of this benefit.

Employer Benefits and Advantages of Offering Payroll Deduction

• Simple to administer and a low-cost way to provide a valuable benefit to employees.
• Helps maintain your 401(k) Plan and other employer-sponsored savings programs by providing another way to pay for higher education costs.
• Has no effect on other benefit programs offered.
• Requires no W-2 adjustments of 5500 administration.
• Facilitates an educated workforce.

The Employer Payroll Deduction Guide contains the information you will need to begin. The guide provides general information about the Plan, details concerning the many free employer resources available to you and most importantly, all of the specifics you will need to begin offering payroll deduction to your employees for their contributions. Each component of this Guide is discussed below.

1. Path2College 529 Plan Information Brochure
   The brochure provides a full overview of the Plan including the benefits of saving in a 529 Plan, the advantages of starting early and the Georgia state income tax deduction. Additional brochures can be ordered at no cost by calling 1-877-424-4377.
2. Program Disclosure Booklet
   The Program Disclosure Booklet, which is similar to a prospectus, provides detailed information about the Plan. It is included in the Path2College 529 Plan Enrollment Kit for individuals to read before opening an Account. Enrollment Kits can be ordered at no cost by calling 1-877-424-4377. You can also download an Enrollment Kit brochure here. 
3. Sample Seminar Flyer
   The sample flyer can be used to assist you in promoting on-site employee seminars, benefit fairs, and on-line web based meetings. This resource is available to you at no cost. 
4. Sample Newsletter Article
   The following articles, Employer Newsletter Article for Employers Offering Payroll Deduction and Employer Newsletter Article for Employers Not Offering Payroll Deduction, can be copied and reprinted in your internal employee communications to inform employees about the Plan. You can also print either article and post it on your company website. 
5. Electronic Path2College 529 Plan Advertisement
   The Path2College 529 Plan advertisement can be emailed to your employees or included in other employee communications. Click here to request a PDF of the Path2College 529 Plan advertisement.
6. How to Administer Payroll Deduction Guide
   The How to Administer Payroll Deduction Guide outlines the responsibilities of the employee, the employer and the Plan to ensure that the process runs smoothly. 
7. Sample Payroll Deduction Authorization Form
   The employee (Account Owner) is required to complete the Payroll Deduction Authorization Form in order to establish payroll deduction contributions into a Path2College 529 Plan account. Path2College 529 Plan Enrollment Kits and additional Payroll Deduction Authorization Forms can be obtained by either downloading or calling 1-877-424-4377

If you have any questions or need further information, please call 1-877-424-4377 to speak with one of our college savings plan specialists. Our college savings plan specialists are available to assist you Monday through Friday from 8 a.m. to 11 p.m. ET. Our specialists can arrange a meeting with a Path2College 529 Plan representative as well as order plan material for your workplace.