Vestwell Takes ‘Rainy Day’ Savings Literally
The digital recordkeeper has a new tax-deferred savings program that makes automatic contributions dependent on when it rains in the...
Tag: 529s
529 Assets Are Growing, But Education Still Needed
529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.
Why 529 Accounts’ Evolution Makes Them Stronger Tools for Advisers
529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee...
Ascensus Restructures Retirement Business and Its Leadership Team
The recordkeeper with a large presence in small businesses and PEPs moves into four business segments.
Adviser Product Partnerships – 9/14/23
The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...
Most Advisers Seeking Options Like HSAs, 529s to Compete for New Plans
Advisers are most interested in adding HSAs, 529s and emergency savings accounts to their offerings, according to a survey by...