Tag: 529 college savings plan

Ways to Combat Leakage

The Savings Preservation Working Group says that at least 33% and as many as 47% of plan participants withdraw part or all of their retirement savings when switching jobs.

How To Make 529 Plan Service Pay Off

Offering advice about 529 college savings plans can deepen client relationships, though such services are not usually big revenue drivers on their own.

Franklin Templeton Report Tackles 529 Plan Myths

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers have highlighted the opportunities presented by 529 plans.