Assets for 529 college savings plans have continued to reach new all-time highs, but the growth rate has been slowing for adviser-sold and direct-sold channels alike. In this research study, SI provides actionable guidance for increasing advisersold, employer-sold, and direct-sold usage of 529 products based on proprietary surveys of advisers and plan sponsors, and one-on-one interviews with plan advisers.
The report examines the key components of a strategic distribution road map to reengage current distribution channels and expand into new ones. It focuses on ways to enhance marketing initiatives so they incorporate the needs of advisers, families and institutions.
529 College Savings
The 529 College Savings Practice provides in-depth analysis, commentary and data across key areas within the 529 industry. Our research covers the latest marketing and distribution trends, insight into 529 fees, performance and investment lineups along with other key market trends impacting the competitive landscape of the college savings industry
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