The Education Plan

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

PO Box 55164, Boston, Massachusetts, 022...

Phone Number

(877) 337-5268

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Education Plan

The Education Plan provides families with a tax-advantaged way to save for future education expenses through 529 college savings plans. It also offers employers a no-cost option to enhance their benefits package, supporting the financial wellbeing of their employees. Financial professionals can utilize The Education Plan to help clients build thoughtful educational investment portfolios with competitive pricing and robust gifting options. With a focus on accessibility and ease of use, The Education Plan aims to empower families and individuals to achieve their education savings goals.Explore more
The Education Plan's Social MediaPopular SearchesThe Education PlanThe Education Plan and OppenheimerFunds Distributo...Theeducationplan ComSIC Code 67,672NAICS Code 52,525Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Education Plan

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
AT
Aiyanna TylerManaging Director, Client Relationship Management
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2019
RB
Rebecca BuieVice President
<$5M
11-50
Private
-
1997
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
NB
Nikita BurmanBusiness Development Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

The Education Plan is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Education Plan is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Education Plan.

The Education Plan Tech Stack

A closer look at the technologies used by The Education Plan

The Education Plan News & Media

  • The Education Plan®: September is College Savings Month

    Santa Fe, NM, Sept. 10, 2024 (GLOBE NEWSWIRE) -- September is National College Savings Month, a national effort to encourage families to start thinking about and saving for higher education. It’s a great reminder for parents and grandparents to put money aside for future education expenses for loved ones to help them reach their academic and life goals with less debt.
  • The Education Plan®: Maximizing Back-to-School Savings with a 529 Plan

    Santa Fe, NM, Aug. 23, 2024 (GLOBE NEWSWIRE) -- The back-to-school season marks an exciting new beginning as students embark on another year of learning. Each year, families are faced with increasing tuition and other costs which can be a challenge without proper planning. According to the CollegeBoard College Pricing 2023 report, in 2023-24, the average published tuition and fees for full-time undergraduate students at public four-year in-state institutions is $11,260, $270 higher than in
  • Celebrate The New Baby by Building a Foundation for Success with The Education Plan

    Santa Fe, NM, March 09, 2021 (GLOBE NEWSWIRE) -- Welcoming a new baby into the family is one of the most exciting times in a parent’s life. It’s also a time filled with planning, new concerns, and looking to the future. While new parents may not be considering the future college or career choices of their newborn, starting a 529 college savings account early in the child’s life can be one of the most beneficial
  • Tax Season Brings New Opportunities for Future Planning

    Santa Fe, NM, Feb. 24, 2021 (GLOBE NEWSWIRE) -- With tax season in full swing and Tax Day coming up on April 15, The Education Plan®—New Mexico’s 529 college savings plan—offers an easy investment option for tax-advantaged savings. 529 college savings plans can be used to pay for a loved one’s higher education expenses or your own.
  • The Education Plan® Provides Savings Vehicle for Vocational and Trade Schools

    Santa Fe, NM, Feb. 16, 2021 (GLOBE NEWSWIRE) -- With an increasing need for technicians and skilled laborers, enrollment in trade and vocational schools is seeing record growth. According to the National Center for Education Statistics, enrollment increased from 9.6 million students in 1999 to 16 million in 2016. This upward trend is anticipated to continue, especially since technicians and skilled laborers were some of the least impacted positions during the COVID-19 pandemic.
Read more news

Top Finance Companies

Frequently Asked Questions Regarding The Education Plan

What is The Education Plan's official website?
The Education Plan's official website is www.theeducationplan.com
What is The Education Plan's Revenue?
The Education Plan's revenue is <$5 Million
What is The Education Plan's SIC code?
The Education Plan's SIC: 67,672
What is The Education Plan's NAICS code?
The Education Plan's NAICS: 52,525
How many employees does The Education Plan have?
The Education Plan has 11-50 employees
What industry does The Education Plan belong to?
The Education Plan is in the industry of: Finance, Securities Trading
What is The Education Plan competition?
The Education Plan top competitors include: Buie Wealth Management Group, College SAVE, Fit Wealth Management, CHET
What technology does The Education Plan use?
Some of the popular technologies that The Education Plan uses are: Drupal, BugHerd, Cloudflare CDN, New Relic Browser
How do I contact The Education Plan?
The Education Plan contact info: Phone number: (877) 337-5268 Website: www.theeducationplan.com
What does The Education Plan do?

The Education Plan provides families with a tax-advantaged way to save for future education expenses through 529 college savings plans. It also offers employers a no-cost option to enhance their benefits package, supporting the financial wellbeing of their employees. Financial professionals can utilize The Education Plan to help clients build thoug... htful educational investment portfolios with competitive pricing and robust gifting options. With a focus on accessibility and ease of use, The Education Plan aims to empower families and individuals to achieve their education savings goals.Read More

What are The Education Plan social media links?
The Education Plan Linkedin page The Education Plan Facebook page
Is The Education Plan a public company?
The Education Plan is private company therefore does not currently have an official ticker symbol
See more information about The Education Plan

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