529 Distribution Analysis Report
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The annual 529 Distribution Analysis Report provides actionable guidance on how to increase usage of 529 products in the adviser-sold, employer-sold and direct-sold channels. This report sheds light on education savings distribution by incorporating data from a deep, proprietary survey of financial advisers. The report draws on insights from interviews with both advisers and broker-dealer home-office product executives who support and lead fleets of financial advisers.

Recently incorporated into the report is more extensive analysis that compares present year results to prior year's adviser surveys fielded through 2009. This historic perspective allows us to analyze whether advisers are “getting the message” and thus better determine what advisers require to increase usage from a legislative, product, marketing and distribution perspective. Additionally, data from proprietary surveys of PLANSPONSOR and PLANADVISER readers is incorporated to round out and balance consumer perspective. The final section examines the key components of a strategic distribution roadmap to re-engage current distribution channels and to expand into new channels.
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Key Themes
  • Details initiatives 529 product providers and distributors can execute to add value in the intermediary channel
  • Reviews key drivers of 529 market participants and provides takeaways to help product providers increase adviser usage of college savings plans
  • Evaluates 529 industry market sizing and trends to understand what will drive and maximize industry growth over the long term
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529 Distribution Analysis