529 Plan Success

This month we would like to share a quick story with you regarding a local manufacturing company that we helped uncover a key piece missing from their benefits package: an employer-sponsored 529 plan! College is one of the most costly purchases a family may ever make. Offering a way for employees to save for their children’s education and their own retirement is important when providing a competitive benefits package. The concern for the cost of higher education has driven our firm to educate on and implement 529 plans with this client as well as other plan sponsors. A few major benefits of the employer-sponsored 529 plans are: no upfront sales charge, no employer liability, and no extra responsibility for the payroll & benefits department.

 Let us help your company add this simple option to your benefits package!

Similar results are not guaranteed and will be based on individual client situations.