my529 loves to present

Did you know that my529 has a Professional Services Team exclusively available to our financial advisors? This group of my529 employees focuses solely on helping firms nationwide provide the highest quality of service regarding our products. With our personalized trainings, educational content and financial advisor-only phone line, these concierge offerings are part of what make us an industry favorite. Our services ensure your firm is up to date on the latest 529 leading practices and legislation, allowing you to confidently pass knowledge along to your clients and set yourself apart as an expert in the industry.

The director of the Professional Services Team, Bryn Ramjoué, recently spoke at the Utah/Idaho Financial Planning Association (FPA) event on how advisors are utilizing 529 plans in their practice for their clients. This is just one of the many in-person presentations we gave across Utah, California and beyond this month — and we would be delighted to speak at any upcoming events you may have.

We also offer virtual or in-person seminars that are CFP (certified financial planner) certified and take care of submitting all paperwork for your Continuing Education credit. We scale our presentations for any size group and always welcome questions to optimize the experience for your firm. Topics can be 100% customized, but our most requested include:

  • Lowering the cost of higher education with tactics to help your clients through the new FAFSA process, scholarships and financial assistance.
  • Overviewing 529 plans and trends in the industry, plus current answers to common client questions including applicable uses, withdrawal procedures, and optimizing “leftover” funds with SECURE 2.0.
  • Helping clients optimize their investment strategy from among our Vanguard, Dimensional Fund Advisors, and PIMCO funds.
  • Training on our advisor-friendly tools to offer your clients added value through the my529 Limited Power of Attorney platform.

Have you had an introductory phone call with our Professional Services Team? Advisors enjoy the personalized opportunity to ask us client-specific questions about various 529 opportunities. Possibilities are endless, but frequent topics include rollovers from a different 529 plan into a my529, the latest updates regarding SECURE 2.0, or customized demos of the Financial Advisor portal to explore the features their firm would find most useful.

Our Professional Services Team can help provide firms with a competitive advantage, so make sure yours doesn’t miss out! Call our Financial Advisor dedicated phone line at 888.529.1886 today. You are also welcome to email us directly at advisorinfo@my529.org or schedule some time for an introductory phone call with your firm through our calendar scheduling link.

From the FAN — Summer 2024

Summer 2024 FAN

Help clients with Gen Z dependents explore higher education paths
Changes for three Vanguard funds affect underlying fund expenses
Administrative Asset Fee reduced for all investment options

Keeping your information up to date with my529
Make sure your clients have a signature card on file
We want to hear from you!
Call for advisor interviews

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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.