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Investor Definitions

529 PLAN OR PROGRAM MANAGER

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.

MANAGERORPLANPROGRAM

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.