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Part of our commitment to you is helping you navigate through the decision process. As specialists in this space, we will help you and your company set-up and maintain your Corporate 529 plan.

For more information, please fill out the form below, or contact us at (800) 213-5888 /


Getting Started with a Corporate 529 Plan

1. Start by setting an appointment to discuss your specific workforce and needs. We’ll be ready with the information you need to decide whether to start immediately.
2. Notify your payroll processor of the new, after-tax payroll deduction.
3. Inform employees about their new benefit, using our materials or your own. Hold individual or group meetings to answer employee questions about the program. We’ll be there to support you.
4. Enroll employees, either as part of your open enrollment process, or as a stand-alone enrollment.