529 & ABLE SOLUTIONS
A 360-degree approach to benchmarking, understanding and growing the 529 and ABLE Industry
View the 529 & ABLE Quarterly Webinar: 2022 Year-End Gifting and Planning
For over two decades, the 529 & ABLE Solutions team has provided essential market data, insights, events and media to product providers and distributors to help strengthen their competitive stance in a rapidly changing market environment. Experienced in addressing the strategic challenges of more than 100 fund manufacturers, distributors, banks and service organizations, our team zeros in on distinctive trends driving the 529 and ABLE industry.
DATA SOLUTIONS
QUARTERLY UPDATES
Executive reports providing proprietary market data, in-depth analysis, commentary, and market analytics covering 529 and ABLE product, marketing, and distribution trends.
QUARTERLY FEE ANALYSIS
Insightful analysis of 529 savings plan fees as compared across investment options, investment types, plans and distribution channels. Also, this report covers program investment line-up updates and trends, contract expiration dates, fee benchmarks, and more.
WEEKLY VIEWS ON THE NEWS
Weekly compilation highlighting the latest news and events impacting the 529 and ABLE landscape, along with expert commentary and proprietary data on what is driving trends in product development, marketing, and distribution.
RESEARCH SOLUTIONS
529 DISTRIBUTION ANALYSIS
Based on an annual proprietary survey of advisors, this study provides actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies to better align with the needs of advisors and their home offices, and therefore expand distribution of 529s through the advisor, direct and employer channels.
DOWNLOAD THE BROCHURE ›
