MLchartDataset catalogue

529 Plan or Program Manager

Term · Finance and investing · MLC-T-FIN-000008

A financial services firm - a mutual fund company, a brokerage firm, an investment adviser, or an insurance company - that handles all of the transactions and investments within the plan.

Table 1. Record
IdentifierMLC-T-FIN-000008
FieldFinance and investing
ReferencesSEC Investor.gov Glossary
Record as JSON 
{
  "id": "MLC-T-FIN-000008",
  "term": "529 Plan or Program Manager",
  "field": "Finance and investing",
  "definition": "A financial services firm - a mutual fund company, a brokerage firm, an investment adviser, or an insurance company - that handles all of the transactions and investments within the plan.",
  "references": [
    "SEC Investor.gov Glossary"
  ],
  "url": "https://mlchart.com/terminology/finance/529-plan-or-program-manager/"
}

Record 8 of 398 in Finance and investing terminology (MLC-0118). Request the full dataset.