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529 Plan Fund Servicing

Customizable solutions cater to a wide range of plan designs and features, ensuring flexibility and adaptability in the ever-evolving 529 college savings landscape.

Enable Investors, Eliminate Manual Processes


Taking 529 college savings accounts to the next level with new convenience and flexibility for users.

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529 college savings piggy bank
33
%
Of 529 plan assets and accounts are serviced by SS&C
3
Of the top 5 plans use SS&C technology
25
+
Years supporting clients in the 529 space

529 Plan Administration

SS&C provides smooth operation and administration of the 529 plans to help individuals and families save for education expenses efficiently and effectively.

Enhanced Decision-Making and User Experience

Our streamlined processes for account opening, management, and transactions significantly enhance the user experience. With advanced data analytics, our client investment team gains clear, actionable insights that empower informed decisions about program investment strategies.

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Compliance and Regulatory Support

Stay compliant effortlessly with our up-to-date monitoring and reporting services. We proactively address risks to help you avoid penalties, while automated reporting reduces administrative burdens and ensures timely, accurate submissions at both the state and federal levels.

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Scalable and Flexible Record-Keeping Services

Our scalable solutions are designed to grow with your needs, integrating smoothly with existing systems to reduce operational friction. This flexibility minimizes the necessity for extensive in-house resources, providing a more efficient way to manage your records.

 

529 Plan Resources

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Brochure

Transform Your 529 Plan Management with SS&C

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Streamline 529 plan management with SS&C's scalable solutions. Enhance compliance, efficiency and participant experience. Download our brochure now!

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Blog

Big Impact – 2024 FAFSA Changes for Grandparent-Funded 529 Plans

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New changes to the 2024 FAFSA form may make contributing to 529 plans more attractive to families as they grapple with funding expensive college costs.

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