Help your clients with Gen Z dependents explore various higher education paths
High school graduates have more education options than ever, and with that increased variety, your savvy clients want to be […]
Category: FA Blog
Changes for three Vanguard funds affect underlying fund expenses
Changes to three Vanguard funds used in my529 investment options in April and May could impact underlying fund expenses for […]
Administrative Asset Fee reduced by 1 bps for all investment options
On August 1, 2024, my529 dropped the Administrative Asset Fee by one basis point for every my529 investment option, including […]
Keeping your information up to date with my529
Is your firm’s information up to date with my529? Updating your contact information is easy and important to do. As […]
Make sure your clients have a signature card on file so they can access their funds
Want to streamline your client’s my529 experience? Have them add a signature card to their my529 account. Providing a signature […]
We want to hear from you!
The my529 Financial Advisor portal now has an orange feedback button listed on the right side of the screen where […]
my529 loves to present
Did you know that my529 has a Professional Services Team exclusively available to our financial advisors? This group of my529 […]
Call for advisor interviews
Do you work with a niche clientele or have a special interest in the field? We would like to interview […]
my529’s investment manager series: Dimensional Fund Advisors
my529 has been offering select funds from Dimensional Fund Advisors (DFA) since 2013. my529 offers eight underlying DFA funds in […]
my529 to Roth IRA transfers with SECURE 2.0
SECURE 2.0 offers an exciting new opportunity—allowing my529 account owners to transfer funds to a Roth IRA. While still new, […]
