Automatic 529 plan contributions

Learn how putting your 529 plan on autopilot can contribute to their dreams.

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Help investors save consistently

Consistent contributions can positively affect a 529 plan's growth. Tell your clients about the potential benefits of biweekly contributions compared to monthly contributions.

Use the graph below to show your clients how increasing their contribution frequency can make a big difference in total savings.

Amount saved per month:

Amt/month ($)	5 years	10 years	18 years
25	1737.14	4061.84	9523.99
50	3474.29	8123.67	19047.97
75	5211.43	12185.51	28571.96
100	6948.58	16247.34	38095.94
125	8685.72	20309.18	47619.93
150	10422.87	24371.02	57143.91
175	12160.01	28432.85	66667.9
200	13897.16	32494.69	76191.88

An automatic investment plan (AIP) or pre-authorized contribution (PAC) provides your clients with a savings strategy designed to fit their financial needs and savings goals.

With no minimum contributions for a CollegeBound 529 account, an automatic investment plan offers the confidence of consistent savings in an amount your clients are comfortable with.

Automatic contributions can adapt with your clients, giving them the freedom and flexibility to start at any amount and increase the total as their financial situations change.