The 529 bridge — How college savings plans can help you reach the next generation of clients

Introducing your clients to a 529 plan for their children can help you engage the next generation and retain them as clients going forward.

Another win for Utah!

my529, Utah’s 529 educational savings plan, earned a Morningstar Analyst Rating™ of Gold for 529 plans in 2018.

my529 to debut a new financial advisor web portal

We have listened to your feedback and will include enhancements to the Advisor Access platform.

Managing a my529 account just got easier

Updated features on the LPOA platform affect beneficiary changes, e-signatures, and withdrawals.

A guide to withdrawing my529 funds

Withdrawing funds from a my529 account for your client is easy.

my529 links to Addepar for data integration

You can now get data feeds to your clients’ my529 accounts using Addepar.

2018 year-end deadlines

my529 will record tax-year transactions based on these deadlines.

Read our October Newsletter

Check out my529’s quarterly newsletter.

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