Creative Planning has been named the new investment manager for the Mississippi 529 Savings Plan, in collaboration with Catalis to modernize the plan.
Key takeaway
Creative Planning appointed as investment manager for Mississippi 529 Savings Plan.
- Step 1 · The triggerCreative Planning appointed as investment manager for Mississippi 529 Savings Plan.
- Step 2 · Knock-onCollaboration with Catalis to modernize plan operations and investment strategies.
- Step 3 · Reaches youEnhanced management leads to improved investment performance and participant satisfaction.
The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.
Source: PR Newswire
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