Education
College 529s
Tax-advantaged college savings plans with glidepath automation, in-app monitoring, and transparent fees so families can fund any campus with confidence.
0.25% annually
Management fee
0.40–0.46%
All-in expense goal
5.00% via partners
Cash APY
Service pillars
What we deliver
Frameworks, rituals, and outcomes aligned to your governance expectations.
Automated Glidepaths
Deposits shift from growth to capital preservation as the beneficiary approaches enrollment.
In-App Clarity
Track superfunding, recurring contributions, and projected balances from any device.
Cash + Tax Advantages
Emergency cash earns leading APY while qualified distributions remain federal tax-free.
Highlights
How this service shows up for your teams.
Sample deliverables, cadences, and advantages.
Eligible for K–12 tuition, college costs, and approved apprenticeships.
Unlimited withdrawals from partner banks with up to $8M FDIC coverage.
Hands-off investing powered by Aegion Mountain’s automated portfolios and tax-loss harvesting.
Partner with us
Ready to discuss college 529s?
Share a few details and we will schedule a working session.