We offer even more 529
Benefits by providing services catering to your needs and goals
including...
- Education
- Goal Assessment
- Set Up and Administration
- Portfolio Monitoring
- Ongoing Support
We have incorporated these benefits into a 4-step
approach, which has been designed to help you reach your 529 goals.
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Step 1 - Review of company
needs and plan attributes |
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We evaluate the different aspects of a 529 Plan
including:
- Costs Analysis - Sales Loads and Fees for
Maintenance, Management and Set-up
- Investment Analysis – Expenses, Options (Age Based,
etc.) and Performance
- State Analysis – In State vs. Out Of State Plans
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Step 2 - Finding the right
plan |
As an independent 529 Plan specialist, we search for
the best provider for your company from the many plans currently
available.
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Step 3 - Getting Started |
We help introduce and educate your employees to this
new benefit by conducting enrollment meetings. We also work with the
plan provider’s implementation team to help get the plan up and
running as quickly as possible.
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Step 4 - Ongoing Support |
We continue to educate your employees so that they
can take full advantage of the benefit, while monitoring your
investments and provider, keeping you informed of changes in the
marketplace and options available to your company.
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If you would like to discuss providing this benefit
to your employees or would like to review your current 529 Provider you
can contact us by
Clicking Here.
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