Content library
Access literature and forms to help manage your education savings needs.
529 Plans and Post-Secondary Credentialing
Legislation has expanded the use of 529 plan benefits to credentialing and skilled trade programs. Qualified Postsecondary Credentialing Expenses are now included as eligible education expenses, offering greater flexibility for individuals pursuing career training, professional licensing, or technical certifications.
The benefits of 529s for grandparents
The benefits of 529s for grandparents: Grandparents have more opportunities than ever before to maximize the financial contributions they make to their grandchildren’s education. Here are four ways to integrate 529 plans into your financial plan.
Rising education costs: Inflation whitepaper
Inflation is top of mind for many consumers today. As inflation goes up, paychecks and education savings accounts alike need to stretch a little further. Explore our insights on tuition inflation and practical tips for managing the financial pressure of higher education.
Employer matching for student loan repayment
Industry regulation continues to make it easier to achieve both education and retirement goals. As part of SECURE Act 2.0, employers can match an employee’s student loan repayment with a contribution into their retirement plan.