my529 introduces Enrollment Date options, NAV and ticker symbols

Utah’s my529 made enhancements to its educational savings plan. Here’s a breakdown of the changes.

New functionality available in your online portal

There are a few new tools for advisors available in their online portals, including personal rate of return and a new data integrator.

my529 lowers administrative fees

my529 has reduced its Administrative Asset fees by 1 basis point for all investment options but one.

Don’t let your clients forget that special day. Set up annual contributions.

Help your clients prepare for birthdays, holidays and other special life events by setting up annual contributions to their my529 accounts in the Financial Advisor Suite.

Limit raised for balance in my529 accounts

my529 is raising the maximum aggregate account balance contribution limit for a single beneficiary to $525,000.

Understanding successor planning with 529 plans

Have you considered how you can prepare your 529 clients for times of transition, especially in the event of a tragedy? A significant part of the preparation is having clients name a successor to their my529 accounts.

Meet the team

Take a few moments to get to know two members of the my529 Professional Services team, Andrea Kekacs and Rachel Adams.

Read our fall newsletter

Check out my529’s quarterly newsletter.

 

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