@529quickview.com
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529 QuickView is a leading brand that is dedicated to helping people save for what matters most. With over 40 years of experience, we deliver better outcomes for our partners, their clients, and savers through our expertise and purpose-built technology. Our mission is to ensure that everyone feels financially secure, and we achieve this by partnering with financial institutions, governments, advisors, and employers to offer tax-advantaged savings plans.
Whether it's retirement, education, health, or living with a disability, we provide innovative solutions that help individuals and families save for their future. As the largest independent recordkeeping services partner in the US, we administer qualified retirement plans, Individual Retirement Accounts (IRAs), and state-facilitated retirement programs. We are also the nation's leading provider of 529 plans, helping families and students save for education expenses.
Additionally, we support a range of savings and spending accounts for healthcare needs and partner with states to facilitate ABLE plans for disability-related expenses. At 529 QuickView, our culture is rooted in values that prioritize our clients' needs. Through our purpose-built technology, expertise, and partnerships, we aim to deliver flexible, scalable, and secure solutions that drive service excellence.
Our commitment to providing value has been recognized with numerous awards and industry accolades. Join us in creating a financially secure future. Visit our newsroom to stay updated with the latest industry news, explore career opportunities, or gain insights into how savers are preparing for the future on our platform.
At 529 QuickView, we believe in people mattering, quality first, and integrity always. ®
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