WWK Investments


Member SIPC

Employer Sponsored 529 Plans

529 plans are a tax-efficient way to save for college. Recent legislation has made the tax-free status of earnings permanent. Some mutual fund companies offer employer sponsored shares. In many cases, these share classes are more cost effective than other share classes that are available to the general public. Typically, there are no plan sponsor costs for offering this benefit.

If you already provide this benefit and need additional forms, please click here.

To find out more, please complete the form below:

Name:
Company Name:
Phone Number:
Client of WWK:No Yes
Address:
City:
State:
Zip:
# of employees:
# of locations: