Our platform's open architecture allows the flexibility to partner with multiple leading investment managers. This allows us to recommend a range of options that can be tailored to the specific plan's objectives and channels.
Helping your state residents achieve successful retirement savings outcomes requires the right plan, the right technology, and the right partner. We offer the ideal combination of technological innovation, IRA expertise, and experience in administering state-run savings programs.
We've created a comprehensive array of capabilities to make sure that each 529 plan is run expertly and effectively – from implementation, recordkeeping, administration, client service, marketing, and investment services.
