The Right Solutions for Your Business Needs

Boston Financial has been servicing the outsourcing needs of 529 plans since 1998, when we became one of the first providers to offer a solution for tracking and servicing 529 plan offerings. Today, we provide recordkeeping, intermediary support and other outsourcing services for 31 state programs, representing over 800 funds and more than 1 million shareholder accounts.

The benefit of this experience is a service provider that:

• Understands all of the regulatory and operational aspects of the business.
• Supports a wide variety of plan designs and features.
• Can assist program managers in addressing the varying needs of individual states.

Our TA2000® recordkeeping platform provides full functionality for 529 plan processing, enabling us to offer the same range of services (LINK TO FUND SERVICES PAGE) that we provide mutual funds. Our recordkeeping capabilities for 529 plans were designed so that the key differentiating factors among state programs are parameterized, allowing us to launch most programs on a turnkey basis.

We also provide consulting services to program managers on design and administration of 529 plans and operations.

Client Support
Your Client Services Team will be comprised of Boston Financial associates with significant expertise in 529 plans.

Your team members receive ongoing training on the many required regulatory and compliance events related to 529 plans. We continuously enhance our associates’ product knowledge and awareness of the investment services industry, including legislative changes that affect these plans.

Work With a Provider that Really Understands 529 Plans
Boston Financial’s longevity in the 529 plan industry gives you many advantages. For more information on our services for 529 plans, please contact us at Request_Info@bostonfinancial.com.