Customized Solutions

The right answers start with a personal relationship.

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529 Plans

Class Action and Settlement Administration Services

Experience that’s Unmatched In a Class
of its Own

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Flexible recordkeeping. Experienced service.

Boston Financial utilizes proprietary recordkeeping technology for 529 plans that features customizable parameters to fit the varying requirements of state programs. As a result, we’re able to support a wide variety of plan designs and features. Associates servicing 529 plans are highly experienced and receive ongoing mandatory training on the regulatory and compliance issues related to 529 plans. We also work to enhance our associates’ knowledge of the investment services industry and the legislation affecting it. In addition, Boston Financial also provides consulting services on the design, administration and operation of 529 plans.