529 Distribution Analysis 2016

65% of advisers recommend clients to use direct-sold 529 plans (4% always, 61% sometimes), while 35% only use adviser-sold 529 plans. Learn how to drive more advisers to sell your 529 plan based on a dedicated and proprietary survey of parents and insights from an industry leader.

Released in December 2016, the annual 529 Distribution Analysis 2016 report is the only proprietary and dedicated survey of advisers in the marketplace that explains how to get more advisers to help clients with college financial planning and use your 529 plan from a product, marketing and distribution perspective, and at a price point that works within the tight margins of the industry

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KEY THEMES

  • Insights on how to expand 529 distribution to and through advisers based on product selection, distribution and support preferences
  • Insights for meetings with broker-dealer distributions executives
  • Aligning with the trend of plan advisers helping plan sponsors set up and maintain college financial planning employee benefits
  • Adviserís plan of choice and why, expanded section on engaging the employer channel and new sections based on industry feedback

About the Author

Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.

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