529 Education Savings
by Vestwell · Wealth and investment platforms · United States
Education savings program administration
What 529 Education Savings is used for
- Select investments matching client education goals
- Open multiple education savings accounts per client
- Roll unused 529 funds into retirement accounts
- Front-load contributions using gift-tax exclusions
About Vestwell
Workplace savings platform for 401(k), state auto IRA, 529 and other savings programmes.
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Also by Vestwell
- 401(k) and 403(b) plans: Workplace retirement plan recordkeeping and administration
- State Auto IRA: Platform for state-sponsored retirement programs
- Emergency Savings: Workplace emergency savings accounts
More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.