my529 FAN Library
my529’s library of FAN articles
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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 […]
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my529 loves to present
Did you know that my529 has a Professional Services Team exclusively available to our financial advisors? This group of my529 […]
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Call for advisor interviews
Do you work with a niche clientele or have a special interest in the field? We would like to interview […]
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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, […]
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How does your firm stack up?
Over the years, we have enjoyed many conversations with our advisors. We thought it might be worthwhile to share how […]
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Financial planning for children with special needs
my529 met Neil Mahoney at a recent event where he presented on the topic of financial considerations for families with […]
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The state of 529 tax advantages
Are incentives available where you live? As tax season approaches, it is important to inform your clients about state income […]
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What to do if a my529 account owner dies
Helping your clients manage the financial aspects of a loved one’s passing can be a difficult task. If the deceased […]
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Utah is changing—is your firm staying current?
As Utahns, we know the state is changing quickly. But we also know that your clients have many of the […]
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SECURE 2.0 and 529s: What we know
Share any information with you as soon as the IRS issues guidance, to help you inform your clients on their […]
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FAFSA makes changes (FAN Winter 2023)
The Free Application for Federal Student Aid (FAFSA) has recently undergone changes that financial advisors should be aware of to […]
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Click here to bookmark your login page (FAN Winter 2023)
You asked, we answered. Thank you for providing us your feedback to the financial advisor login page. We listened to your suggestions […]
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What forms are DocuSign-eligible? (FAN Winter 2023)
DocuSign can be an efficient way to submit forms to my529 on your client’s behalf. While many of the forms […]
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2023 year-end deadlines (FAN Winter 2023)
Be sure to mark year-end deadlines for transactions on your clients’ my529 accounts. Transactions must be received by my529 to […]
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Personalized portals offer unique gifting experience (FAN Winter 2023)
The gifting season is upon us, and we want to help your clients make it memorable. Our Gift Program allows your clients […]
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Not just luck: my529 earns top Morningstar honor for 13th straight year (FAN Winter 2023)
Morningstar’s annual review of 529 plans named my529 as one of only two plans in 2024 to receive the Analyst […]
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Bulk up: Download statements for multiple accounts (FAN Fall 2023)
You’ve asked for efficient ways to manage clients’ my529 accounts. Now one feature has arrived. my529 has created a path […]
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Add my529 to your LinkedIn feed (FAN Fall 2023)
my529 is on LinkedIn. Check out our page and follow us. Every Friday on our LinkedIn feed is #FinancialAdvisorFriday, where we share […]
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Use 529 funds for apprenticeships (FAN Fall 2023)
Editor’s note: Did you know that as well as colleges, universities, trade schools and technical colleges, my529 funds can be used […]
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my529 Gift Program now allows debit cards for family, friend contributions (FAN Fall 2023)
The holidays are almost upon us. Think about recommending the my529 Gift Program to your clients to help facilitate their […]
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Adding convenience for your clients (FAN Fall 2023)
my529 unveils two new withdrawal offerings The new features provide security and convenience when clients access the funds they have […]
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Updates coming to Target Enrollment Date option in July (FAN Summer 2023)
In July, my529’s Target Enrollment Date (TED) option will see portfolio changes as part of its regularly scheduled asset allocation […]
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Customized fund updates: Enhanced template functionality; updates to two DFA-based portfolios (FAN Summer 2023)
Enhancements to Customized allocation templates This July, enhancements to Customized allocation templates will offer more opportunities for diversification and flexibility […]
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Engage with clients through the my529 Gift Program (FAN Spring 2023)
College savings is a timely topic when discussing financial issues with your clients. An easy way to promote college savings […]
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Bankruptcy and 529s (FAN Spring 2023)
Bankruptcy is a complex, nuanced process. If one of your clients is considering this option, they may have concerns about […]
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An interview with my529’s executive director (FAN Spring 2023)
Richard Ellis, my529 executive director, discusses some of the frequently asked questions about keeping perspective during market fluctuations. This two-part […]
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Underlying fund expenses change for several Customized offerings (FAN Spring 2023)
Several underlying funds available in my529’s Customized investment options have updated underlying fund expenses, following announcements from Vanguard Group Inc. […]
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What is the SECURE Act 2.0? (FAN Spring 2023)
On December 29, 2022, the SECURE Act 2.0 was signed into law as part of the federal Consolidated Appropriations Act […]
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New features from my529 (FAN Winter 2022)
You spoke, and my529 listened. Three new advisor-friendly features are available to help you better serve your clients—print capability, two-factor […]
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How do we ride out winter in Utah? (FAN Winter 2022)
Hot cocoa, family time and tubing the slopes The my529 Professional Services Team appreciates Utah’s picturesque backdrops, especially at this […]
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As holidays approach, engage your client with a financial gift idea (FAN Winter 2022)
According to a recent survey of parents, nearly half of all respondents said contributions to their beneficiary’s 529 account would be […]
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Creating a legacy education account (FAN Winter 2022)
You work with your clients to achieve all aspects of their financial dreams. One of those dreams may be to […]
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my529 receives top honors for 12th straight year (FAN Winter 2022)
Twelve years—the time it takes a first grader to graduate from high school. Now, it’s also the same number of […]
