Page 23 - Kate Somerville Benefits Guide 2020 CA FINAL

Student Loan Resources

SOFI | STUDENT LOAN

Our student loan repayment resources through SoFi can help you refinance your student loan and save you money! When you
refinance with SoFi you will have flexible terms, low rates, no hidden fees, and big savings. Being a member also comes with great
perks, such as exclusive member events and career strategy services. SoFi oversees everything, so applying is easy and there is no
cost to you. You have the option of picking the best loan that works for you, whether it’s a fixed rate loan or a variable rate loan.
As an eligible employee, you also qualify for special discounted rates!
SoFi is the largest provider of student loan refinancing. SoFi also gives you personalized advice, including access to credentialed
financial planners, hundreds of online articles, and a robust set of calculators to provide insights. Plus, you can receive a $300
welcome bonus just for refinancing through SoFi!

For additional information, if you have questions, or to apply, please visit sofi.com/katesomerville.

TO CONTACT SOFI

Call 855.456.7634 or email ask@sofi.com.

Open Enrollment Action Items

• Review this Benefits Guide in its entirety, so as to ensure you make informed benefit elections for you
and your eligible dependents.
• This year we are offering you an enhanced approached to learning about your benefits. All benefit eligible
employees of Kate Somerville will have access to a benefit counselor to learn about the benefit offerings
and complete your enrollment. All employees are required to speak with a benefit counselor to either
enroll or waive benefits for the 2020 plan year.
• We will have an Active Open Enrollment this year, which requires all employees to complete their
online enrollment with a Benefits Advisor either by scheduling a face to face meeting or by using the
Benefit Advisor Call Center. If you do not complete this, your benefits will NOT roll over.
• To book your preferred date and time to speak to a counselor visit https://katesomerville.as.me/
• When meeting with the benefit counselor be prepared to:
• Review and update your Beneficiaries for Life Insurance!
• If you plan to add dependents, have their Social Security Numbers and DOB available.
• Be ready to make benefit elections and complete your enrollment.
• Finally, plan to attend one of the Group Open Enrollment Meetings (this is separate from your individual
benefit counselor meeting)

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