2013 529 Plans Distribution Analysis

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.
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