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College Savings & ABLE Act Plans

Built by 529 Administrators
College Savings Plans

When it comes to providing specialized recordkeeping services for educational funds, we owe it all too some really great teachers.

The Envision 529 recordkeeping solution was designed from the ground up with input from 529 Industry experts with practical day-to-day plan experience. The result: An application with the sophistication and flexibility to help manage the relationship, compliance and recordkeeping needs of 529 and ABLE Act plans.

Solutions

Core Recordkeeping System

The Envision real-time 529 college savings & ABLE Act shareholder-accounting system gives you the ability to view and control activity at the account and plan level. If states have multiple plans, the 529 can receive and consolidate data for maximum contribution limits as well as IRS 1099Q basis and earnings calculations. Additionally, we recognize that state reporting is very critical, so we provide you with easy to use, integrated alternatives to harvest data.

529 System Summary
  • Investment Selection
    • Asset Allocation Models (+ age-based realignment)
    • Age-based models
    • Custom Models
  • Life-to-date Contribution Limits
    • In aggregate
    • Gross or net of fees/ redemptions
    • Market value and contributions combined
  • Investment Change Limits
    • Tracked across internal and external sources
    • System warnings and restrictions to prevent user errors
  • Beneficiary Information
    • Date of birth
    • Residence
    • Relationship
    • Gender
    • Tax address
    • Years to college

Add-On Software Modules

Business Process Automation
Investor & Rep Digital Interfaces
Bank Reconciliation System
Application Programming Interfaces (APIs)
Investor Correspondence
Investment Vehicles Supported
Mutual Funds
Asset Allocation Models
Target-Date Portfolios
Aged-Based/ Years-to-College Realignment Portfolios

Want to learn more?

Contact Us
Contact
Phone: (714) 247-0030
Fax: (714) 247-0029
Email Us
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