Annual study of how program managers and primary distributors can sell more 529 plans through financial advisers.

1. PRACTICE TITLE RELEASE PRICE (US$)
529 College Savings
529 Distribution Analysis 2016
Annual study of how program managers and primary distributors
can sell more 529 plans through financial advisers..
December $8,000
529 Distribution Analysis 2016
65% of advisers recommend clients to use direct-sold 529 plans (4%
always, 61% sometimes), while 35% only use adviser-sold 529 plans.
Learn how to drive more advisers to sell your 529 plan based on a
dedicated and proprietary survey of advisers and insights from an
industry leader.
Released in December 2016, the annual 529 Distribution Analysis
2016 report is the only proprietary and dedicated survey of advisers
in the marketplace that explains how to get more advisers to help
clients with college financial planning and use your 529 plan from a
product, marketing and distribution perspective, and at a price point
that works within the tight margins of the industry.
Strategic Insight’s fact-driven research provides timely analysis and commentary on our many practice areas. Our analyses focus on
tactical and strategic implications in U.S. and international markets around critical topics such as identifying and engaging distribution
opportunities, understanding evolving investor demand trends, staying abreast of product innovation, and more. Our analysts are
available for further support.
About the Author
Paul Curley, CFA, is Director of College Savings
Research at Strategic Insight, where he oversees data,
research, consulting and events on 529 savings
plans, 529 prepaid plans and ABLE accounts for
institutional clients. He is also the Editor of the 529 Dash
e-newsletter and 529 Insiders website for advisors, accountants
and estate planners.
SI Research
IN-DEPTH RESEARCH
Key themes
• Insights on how to
expand 529 distribution
to and through advisers
based on product
selection, distribution
and support preferences
• Insights for meetings
with broker-dealer
distributions executives
• Aligning with the trend
of plan advisers helping
plan sponsors set up
and maintain college
financial planning
employee benefits
• Adviser’s plan of choice
and why, expanded
section on engaging the
employer channel and
new sections based on
industry feedback
UPDATED: October 2016
www.strategic-i.com
CONTACT: Americas | sisales.americas@strategic-i.com | +1 212 217 6884 Global | sisales.emea@strategic-i.com | +44 800 074 0574
SI-529DistributionAnalysis_Factsheet_p5.indd 1 10/26/16 5:03 PM