Customize the Right 529 Plan Use the 529 Comparison Calculator
  • Customize the Right 529 Plan
  • Use the 529 Comparison Calculator
Welcome Financial Professional
Manage Accounts
iShares 529 Plan Advantages
Flexibility
You're in control. Choose from portfolios focused on specific asset classes or year-of-enrollment, or build custom portfolios to meet your clients' needs.

Low-Cost
Keep fees in check with one of the lowest average asset-based fees at 61 bps.1

Diversification
Manage client risk with diversified exposure to a specific asset class or sector.

Transparency
Clients will know exactly what investments they own in their 529 plan and how much they are paying.

Resources and Strategies
529 Plan Comparison Calculator
An easy way to help evaluate 529 Plans for your client
iShares 529 Plan Enrollment Kit
Includes all Brochures and Forms needed to open an account for your Clients
Accelerated Gifting into 529 Plans
Article from the Financial Planning Strategies Series on enabling clients to reduce or eliminate their federal gift tax exposure.
Featured Content
Shrink the Cost of College
Nationally recognized college expert Lynn O'Shaughnessy discusses what you need to know to help guide your clients through one of the largest lump sum expenses they can expect to face.
Saving for College the iShares Way
Your Guide to the Advisor-Sold iShares 529 Plan