Summer 2026

  • Celebrating 30 years of my529!

    Celebrating 30 years of my529!

    Since 1996, my529’s flexible and tax-advantaged investment accounts have helped families save for higher education. A lot has changed over those years — today, 529 plans don’t just serve the needs of higher education students; expenses for certain apprenticeships and post-secondary credentials, trade schools, and K-12 education are also eligible. Account owners can even use…

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  • my529 reduces Administrative Asset Fee for all investment options

    my529 reduces Administrative Asset Fee for all investment options

    my529 reduced the Administrative Asset Fee by one basis point for all investment options, effective July 1, 2026. The fee reduction benefits all my529 accounts. Based on assets invested in my529’s investment options as of July 1, 2026, cumulative savings in the coming year are estimated to be about $3.2 million — savings account owners…

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  • Need to revoke LPOA with a former client?

    Need to revoke LPOA with a former client?

    Here’s a quick guide to make it easy Over the course of an advisor relationship, it’s not uncommon for a client to move on for any number of reasons. However, while the partnership may be over, there are often certain loose ends to take care of — including revoking Limited Power of Attorney access. Though…

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  • Submitting forms is a breeze with these helpful tips

    Submitting forms is a breeze with these helpful tips

    The my529 Relationship Management Team is committed to making your daily tasks as efficient as possible. To ensure a smooth process for you and your clients, here are some helpful tips to use when submitting forms: We are always here to help! If you have any questions, please don’t hesitate to reach out to  the…

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  • Are we headed your way?

    Are we headed your way?

    We’re hitting the road again this fall! The my529 team loves to spread the word about the importance of 529 plans. Stop by and say hi if you are attending: Our team is always looking for opportunities to help families save for higher education. We are always looking for ways to support our advisors and…

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  • New names for seven Vanguard funds used by my529

    New names for seven Vanguard funds used by my529

    Effective July 29, 2026, The Vanguard Group renamed seven underlying funds used by my529 to reflect changes in the fund benchmark names. The fund tickers, investment objectives, strategies and policies, as well as the methodology of the benchmarks, remain unchanged. The chart below details the changes. Old fund name New fund name Symbol New benchmark…

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