Eliminate Checks with Automated 529 Plan Disbursement

529 savings plans are fast becoming a favored education savings vehicle for families for many reasons. But the painstakingly manual processes of accessing, disbursing, and reconciling the funds are likely no one’s favorite, and affect everyone from plan providers to institutions to the families themselves.

How can it all be improved - and what are the benefits? Research and advisory leaders from ISS Market Intelligence, Purdue University and Flywire recently took up this topic at the Professional Development Group (PDG) 36th National College & University Bursars SFS Virtual Conference. Listen in to better understand the urgency of automating the process, the impact on universities, plan providers and families, and real-life examples of the improvements that result from digitizing 529 plan disbursements.

Speakers
Tim Riley, Assistant Comptroller and Bursar, Purdue University
Paul Curley, Director of 529 & ABLE Research, ISS Market Intelligence
Dave O’Brien, Program Director, EDU Partnerships, Flywire

This webcast was recorded as part of the Professional Development Group (PDG) 36th National College & University Bursars SFS Virtual Conference.