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1. Please provide the following information:
 answered question133
 
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0
 Response
Percent
Response
Count
First Name:
 
100.0%133
Last Name:
 
100.0%133
Company:
 
100.0%133
Email Address:
 
100.0%133

2. Do you currently include College Planning in your practice?
 answered question130
 
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3
 Response
Percent
Response
Count
Yes (Go to question 4)
81.5%106
No (Go to question 3)
18.5%24

3. If not, why?
 answered question18
 
skipped question
115
 Response
Percent
Response
Count
Platform inavailability
38.9%7
Too administrative
27.8%5
Accounts too small
66.7%12
High fees
16.7%3

4. If you answered YES above, what College Planning products do you recommend?
 answered question109
 
skipped question
24
 Response
Percent
Response
Count
529 Savings Plans
92.7%101
529 Pre-Paid Plans
32.1%35
Roth IRAs
35.8%39
Coverdells
26.6%29
UGMA/UTMAs
44.0%48
Taxable Accounts
33.9%37
Muni Bonds
11.0%12

5. If you use 529 Savings Plans, what type of plan do you recommend?
 answered question111
 
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22
 Response
Percent
Response
Count
Direct Sold
48.6%54
Advisor Sold
51.4%57

6. When working with a client do you
 answered question113
 
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20
 Response
Percent
Response
Count
use the clients home state 529 exclusively
17.7%20
offer other state plans
85.8%97

7. If you answered DIRECT above, how do you get compensated for your services?
 answered question70
 
skipped question
63
 Response
Percent
Response
Count
I don't
52.9%37
AUM
40.0%28
One Time/Hourly
15.7%11
Retainer
5.7%4

8. What are your biggest concerns regarding 529 plans?
 answered question109
 
skipped question
24
 Response
Percent
Response
Count
Fees
29.4%32
Quality/Selection of Investment Options
56.9%62
Market Risk & Volatility
40.4%44
No concerns
11.0%12

9. What is the most important feature of a Pre-Paid 529 plan?
 answered question106
 
skipped question
27
 Response
Percent
Response
Count
Locking in "Today's Rates"
65.1%69
Tax Benefits
16.0%17
Protection from Direct Market Exposure
18.9%20

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