UNest Holdings claims Ascensus pushed the company out of the college savings market in an effort to create a monopoly.
Tag: 529 college savings plans
The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.
Educating people about the plans is important, as a recent Edward Jones survey found that only 29% of Americans know what the purpose of these plans are.
Firms confront a convergence of retirement plan and wealth consulting