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Retirement Savings Plan Employee Stock Purchase Plan College Savings Plan

529 College Savings Plan

A 529 plan is an education savings plan sponsored by a state or state agency. It’s a flexible, tax-advantaged way to save and pay for future qualified education expenses at schools nationwide. Financial, Umbrella Partner’s 401(k) and equity plan administrator, can help you save for college tuition and education related expenses through a 529 plan. Several tax-advantaged options are available.

Get Started

Visit Financial at NetBenefits.com/CollegeSavingsHelp or text STUDENTDEBT to 343-898.

This website contains a summary of the Umbrella Partners Benefits Program. Umbrella Partners reserves the right to amend, terminate, or modify any part of these plans described in this summary, including termination of the plans, changes to coverage, and changes to cost or subsidies of the plans at any time.  In the event there is a conflict between the website and terms of the applicable plan document, the terms of the plan document will apply.