Exit this survey College Planning & RIAs * 1. Please provide the following information: First Name: Last Name: Company: Email Address: * 2. Do you currently include College Planning in your practice? Yes (Go to question 4) No (Go to question 3) * 3. If not, why? Platform inavailability Too administrative Accounts too small High fees * 4. If you answered YES above, what College Planning products do you recommend? 529 Savings Plans 529 Pre-Paid Plans Roth IRAs Coverdells UGMA/UTMAs Taxable Accounts Muni Bonds * 5. If you use 529 Savings Plans, what type of plan do you recommend? Direct Sold Advisor Sold * 6. When working with a client do you use the clients home state 529 exclusively offer other state plans * 7. If you answered DIRECT above, how do you get compensated for your services? I don't AUM One Time/Hourly Retainer * 8. What are your biggest concerns regarding 529 plans? Fees Quality/Selection of Investment Options Market Risk & Volatility No concerns * 9. What is the most important feature of a Pre-Paid 529 plan? Locking in "Today's Rates" Tax Benefits Protection from Direct Market Exposure Done