Offer advanced investment options
Provide access to investments that are not available through direct-sold college savings plans.
529 education savings
When it comes to saving for future education, there is no time like the present. A 529 savings plan powered by Vestwell can help you support your clients’ goals.
Actively manage client investments
Customize and tailor your investment strategy to suit your client’s unique timing and goals unlike generic offerings from government-sponsored programs.
Protect client best interests
Strategize financial aid options and avoid beneficiaries receiving less because of assets assessed at a higher rate with the Student Aid Index
Take your clients’ 529 savings to the next level.
We support you every step of the way and provide a simple, white-labeled interface designed for seamless interactions and experiences across our advisor, employer, and saver portals.
Help clients start their employees on the road to financial wellness
Vestwell offers powerful solutions to reduce employee stress and increase financial security. Help employers make direct contributions to their employees’ 529 savings plans with College SaveUp.
FAQ
A College SaveUp plan is an employee benefit that enables employers to help their employees save for college by making direct contributions to a 529 college savings account held by the employee.
A 529 plan is a tax advantaged savings plan designed to help individuals save for college. 529 plans are sponsored by states and are named after Section 529 of the Internal Revenue Code. Each 529 account must have a designated beneficiary, who will incur the educational expenses and must meet relationship criteria to the account owner.
529 funds can be withdrawn federally tax-free as long as they are used for the designated beneficiary's qualified education expenses, including, but not limited to, tuition, fees, books, and room and board.
Currently, all direct-sold 529 plans are eligible plans. To receive contributions, you must have a 529 college savings plan approved by Gradifi. If you do not currently have an approved 529 account, you may open a new direct-sold 529 account and then register it with Gradifi.
Vestwell combines enterprise-grade security, rigorous compliance standards, and deep policy fluency to protect client data and ensure ongoing regulatory alignment.
