Summer

☀️ Summer is Florida-bound for The SPARK Institute, Inc. Forum! ☀️ Our SVP of Commercial, Michelle Tran, and Chief Customer Officer, Bridget Haile, will be there to meet with industry leaders, share insights on financial well-being, and discuss the transformative impact of student loan benefits. Also attending? Leave a comment to connect at the conference! ⤵

🍁 As the leaves turn, Will Sealy, David White and Michelle Tran are gathering in Detroit on November 7th for an intimate dinner with HR leaders to discuss the pressing need for student loan assistance and financial well-being. This topic is gaining momentum, and we’re excited to bring together some incredible leaders for a night of insights, conversation, and connection. We’ve already got amazing folks joining us but have room to welcome a few more! Hosted by Mike Clementi and Frank Congiu, this evening will be filled with great company and meaningful discussions. 📸 Here’s a snapshot from a previous dinner. We're looking forward to creating more memorable moments!

📍 Summer is on the road! This October and November, we’re connecting with industry leaders across the U.S. to share insights on empowering employees through innovative benefits. Here’s where you’ll find us: 💰 Money 2020 Catch our SVP of Commercial, Michelle Tran, at the biggest event in fintech as we discuss financial wellness in the workplace! 🎇 The SPARK Institute, Inc. Summit Bridget Haile and Michelle Tran are heading to the SPARK Conference to connect with retirement and benefits professionals. Let’s connect if you're going to be there! 💡 CHRO Dinner in Detroit | Nov 7 We're hosting an intimate CHRO dinner in Detroit with HR thought leaders Mike Clementi and Frank Congiu. It will be an evening of insightful conversations and meaningful discussions on the future of employee benefits. 🏙 National League of Cities Summit David White, Jemila Stewart (She/Her), and Jeff Gold will represent Summer alongside our partner GovSource, connecting with government and city officials to discuss impactful benefits solutions.

Exciting news! CB Insights has included Summer in their Fintech 100—a list of the most promising fintech startups of 2024! 🚀 It’s an honor to be in the company of innovators like Bilt Rewards and Coda Payments, showcasing the momentum and innovation happening across the fintech landscape. Explore the full list and discover this year’s standout companies: https://lnkd.in/ddsvFEDF

Exciting news! CB Insights has included Summer in their Fintech 100—a list of the most promising fintech startups of 2024! 🚀 It’s an honor to be in the company of innovators like Bilt Rewards and Coda Payments, showcasing the momentum and innovation happening across the fintech landscape. Explore the full list and discover this year’s standout companies: https://lnkd.in/ddsvFEDF

Feeling powerful today! 💪 We’re thrilled to share that Summer has been named an Inc. Magazine 2024 Power Partner, alongside many other incredible B2B companies. This recognition is especially meaningful because it’s a direct result of the strong reputation we've built with our clients. We're so grateful for the support of over 2,000 employers and partner organizations who trust Summer to deliver best-in-class student loan and college planning benefits. View the full list here: https://lnkd.in/eGmCgYjr #powerpartner

📢 Breaking News 📢 Today, the Biden-Harris Administration announced an additional $4.5 billion in student loan forgiveness for 60,000 public service workers. This brings the total student debt relief to more than $175 billion for over 4.8 million Americans, including $74 billion in relief for one million borrowers through the Public Service Loan Forgiveness (PSLF) program. Based on the Consumer Financial Protection Bureau’s estimate that 11 million people (25% of borrowers) qualify for PSLF, today’s milestone of one million borrowers receiving forgiveness is significant, but it only represents 9% of the program's full potential. That’s where Summer comes in. We’re helping employers and their teams navigate the benefits of PSLF by ensuring employees are aware of the program, accurately completing the necessary forms, and successfully working toward their loan forgiveness after 120 qualifying payments. This support is critical in unlocking the program’s full potential and empowering more borrowers to achieve forgiveness. Read more about today's announcement: https://lnkd.in/eqidjZmb

Last month, Summer's very own Jemila Stewart (She/Her) and David White had the privilege of attending the Congressional Black Caucus, where they connected with leaders committed to driving meaningful change. One highlight was meeting our incredible ambassador, Tamia Booker from T. Booker Strategies. Tamia's dedication to delivering impactful solutions and real results aligns perfectly with our mission. We’re excited about everything we’ll continue to accomplish together! Here are some of our favorite photos from the Congressional Black Caucus! ⏩

As employers look for new ways to support their employees' financial well-being, the IRS has provided guidance for navigating student loan retirement matching under the Secure 2.0 Act. 💡 But implementing these programs can be complex. Our latest blog post gives you the most important takeaways on the guidance, like how employers can now match 401(k) contributions based on student loan payments and the specific documentation required—and how Summer handles loan certification and compliance for you. Make implementing this benefit a breeze. Summer keeps student loan matching stress-free, seamless, and one of the best ways to boost retention. 🚀 Read more on the blog here: https://lnkd.in/eKWUUpZf

October 12th marked National Savings Day! 💰 Imagine a world where employees don’t have to choose between paying off student loans and saving for their future. At Summer, we’re helping make this a reality. When employees are freed from the weight of student debt, the door to financial freedom opens, allowing them to save for the moments that matter most—whether it’s buying a home, starting a family, or building a secure retirement. So far, we've helped borrowers save over $1.75 billion on their student loans, and we're just getting started. Watch the video below to see how we’re helping our members unlock financial freedom! #NationalSavingsDay