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.
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.