unlock
your expertise
with my529
An advisor-friendly 529 college savings plan
Your No. 1 job is to help your clients realize their financial goals. One goal many clients have is to save for college.
my529 is a clear, focused, and practical 529 plan that works for your clients — and you.
- Benefits for your clients.
- Benefits for you.
Email: advisorinfo@my529.org
Phone: 888.529.1886
Fax: 888.529.9197
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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 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?
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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