DST Vision has expanded its 529 plan services to include access to customer account information in 35 different 529 plans and access to Search529(R) a resource for information on 529 plans for advisors.

Search529, designed by PlanAnalytics, Inc., is a research and 529 plan distribution tool specifically designed to meet the needs of financial advisors. With Search529, Vision users can perform research and compare plan expenses and performance data for all 529 plans; download pre-completed enrollment forms and sales materials; and develop presentation materials. In addition, Search529 offers updated compliance information, industry background and illustration calculators.

Last but not least, Search529 is funded by plan managers and is free to advisors. Search401k(R), another product from PlanAnalytics is also available on the Vision platform.  

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