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Onsite Institutional relationship manager

We’re here to help.

Our Institutional Relationship Manager is available to help you understand the benefits of Indiana529 Direct, and walk you through the process of offering payroll direct deposit1 as a benefit to your employees.

They can also:

  • help you before and after your payroll direct deposit plan is in place
  • answer employee questions
  • help communicate the new 529 benefit both to your HR/Payroll departments and employees
  • lead employee workshops and staff benefit fairs
  • provide educational materials for staff and employees.

1 A plan of regular investment cannot assure a profit or protect against loss in a declining market.

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How to get started

No Administrative Burden

Employees register for the benefit online, using the same ACH direct deposit system you're likely using already. Note that 529 payroll direct deposits use after-tax dollars.

For as little as $10 per pay period, payroll direct deposit helps employees:

  • Contribute a consistent amount on a regular basis
  • potentially reduce future education debt for their children and grandchildren
  • fund their own advanced degree and career development.
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Forms & Resources

Title Download

Employer’s guide

An employer overview of the benefits of offering a 529 plan in the workplace.

Coming soon

Employee Payroll Procedures

Help businesses roll out 529 payroll direct deposits to their workforce.

Coming soon

Indiana529 Direct Slimline

An overview of Indiana529 Direct, including benefits and investments.

Seminar announcement poster

A printable poster for Employers offering a seminar on Indiana529 Direct.

Generic Event Poster

A printable poster for Employers offering a general event about Indiana529 Direct.

Coming soon

Meet your Institutional Relationship Manager Flyer

An introduction to Phillip Waddles, Indiana529 Direct's Institutional Relationship Manager.

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Contact Us

We’re here to help you and your employees

Call Us:

Client Service:
1.866.485.9383, Monday − Friday, 8:00 a.m. − 8:00 p.m. ET

Email Us: 

Have questions?

Schedule time to meet with our 529 expert.

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