Summer 2024
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my529’s Investment Manager Series: PIMCO Interest Income Fund and FDIC-Insured
my529 offers multiple principal preservation products, including the PIMCO (Pacific Investment Management Company) Interest Income Fund and our FDIC-Insured accounts. […]
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my529’s Investment Manager Series: Vanguard
In 1999, my529 (known as Utah’s Educational Saving Plan at the time) looked to expand their investment options, allowing account […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
