529Insight from College Savings Consultants (CSC) is the industry’s only 529 portal for institutions to deliver customized education, information, and enrollment resources.

Key Features of 529Insight include:

• 529 Education, Reference and Compliance Materials: CSC is committed to providing the most in-depth and accurate 529 plan education, research, and fulfillment resource available, ensuring that investment decisions are up-to-date with frequent changes to individual state plans.
  
  
• Plan Evaluation Tools: Designed with the user experience in mind, 529Insight is the only online 529 plan solution that provides users with the unique advantage of simultaneously viewing three plans for comparative analysis purposes.
  
  
• Faster, More Efficient Plan Enrollment Options: 529Insight facilitates the sales and enrollment process by providing investors with print or electronic delivery of prospectus and compliance information.
  
  
• Customization for Improved Customer Service: The portal features an optional, customized section where institutions can profit from strategic partnership programs and pass along added benefits to customers, such as making plan applications directly available.

Please contact us if you would like more information or if you have additional questions about 529Insight.

More about 529Insight from CSC

529Insight is the only 529 plan information and compliance portal solution catering exclusively to institutional buyers. 529Insight provides an easy and fully compliant way for program managers, third-party benefit service providers and brokerages to capitalize on this growing market opportunity, allowing them to extend the unsurpassed tax benefits of these plans to customers. 529Insight offers institutions the most comprehensive online 529 resource available by leveraging CSC's core compliance capabilities with the educational materials of College Savings Consultants, a leading provider of independent education and analysis of 529 plans.

For institutional buyers looking to get up-and-running quickly, 529Insight also offers the added advantage of enabling clients to reduce costs and implement a 529 support solution in a matter of weeks versus several months. And as an end-to-end service, the privately-branded, customized portal is an instrumental sales tool that not only educates, but also facilitates the customer enrollment process.

“The tax advantages and flexibility of 529 plans offer participants a tremendous amount of value, particularly when you consider that college expenses have steadily increased at a rate of 5%-7% annually,” said Richard Feigenbaum, president of College Savings Consultants and author of the book The 529 College Savings Plan: The Smart Way to Fund Higher Education. “With the proliferation of 529 plans, 529Insight is the first solution for institutional buyers that has effectively addressed the customer service and compliance challenges associated with these investment vehicles, opening the door for institutional buyers weighed down by the complexities of managing this process independently.”

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