NEST 529 Direct Plan for RIAs.

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For many of your clients, saving for higher education is a priority and makes sense in their overall financial strategy. NEST 529 Direct Plan provides an excellent way for you to deepen relationships and accomplish your clients' savings goals. NEST features an array of investment choices with open architecture, low costs and smart solutions for account management. Plus, we provide top-notch service and a sales team to help in ways that make sense for you.

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Why NEST is a smart offering for your clients

Investment flexibility and choice

Open architecture, active and passive investments in diversified asset classes from 9 well-respected companies. Read more

Low cost

No investment minimums, no opening or annual fees, low annual asset-based fees. Read more

Highly rated

NEST is consistently highly rated in the industry and has a 5-Cap Rating from savingforcollege.com1 and a Bronze Rating from Morningstar2.

Smart ways to grow and manage the account

Full online account management for you and your client, online contributions and withdrawals, systematic investment options, easy rollovers from another 529 plan, reward and gifting tools.

We are here for you

A dedicated 529 sales team is available for calls and in-person meetings. We listen and incorporate your ideas into our plan. Contact us today.

 529 QuickView access to client accounts, Click here

NEST 529 news and materials

DISCLOSURES

1 5-Cap Rating 2011-2016 by Savingforcollege.com. Ratings are evaluated based on offering outstanding flexibility, attractive investments, and additional economic benefits (such as generous state tax incentives) that for some people, at least, will provide a substantial boost to their savings. They note that that there are few, if any, weaknesses in the program.

2Bronze Rating by Morningstar 2013-2016. Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and Price—which its analysts believe lead to plans that are more likely to outperform over the long term on a risk-adjusted basis. Plans with advantages that outweigh the disadvantages across the five pillars and with sufficient level of analyst conviction to warrant a bronze rating.