Financial Roundtable Membership

In September 2015, the ABLE National Resource Center (ABLE NRC) began developing the ABLE Financial Roundtable to facilitate communication between the Center members, including ABLE account beneficiaries/owners and financial institutions who will eventually offer ABLE investment products, services and tools.

Membership Benefits

As a member of the ABLE NRC Roundtable, financial institutions will benefit from an exclusive suite of services to accelerate growth of the new ABLE savings account industry.

Roundtable Members will have access and benefit from the following:

  • Monthly briefings from ABLE NRC staff, ABLE Congressional champions, subject-matter experts and/or federal agency representatives on the regulatory environment, consumer market research findings, and education and outreach opportunities to the target audience;
  • Semi-annual in-person meetings with ABLE NRC members and other stakeholders who provide a trend analysis on the development of ABLE programs, consumer demand and interests;
  • Customized training and technical assistance to lead staff on product development, marketing and customer relations; and
  • Participation in research studies that involve quantitative and qualitative analysis of the emerging 529A program.

A nationwide grassroots network of disability advocates and public policy professionals in Washington, D.C., aimed at educating policy makers, both on the state and federal levels, concerning the benefits of ABLE programs and potential areas for growth by means of the regulatory and legislative processes.

Member Eligibility

  1. To be eligible, an agency, corporation and/or financial institution must offer, or intends to offer, investment choices to future or current beneficiaries and contributors to ABLE accounts that include, but are not limited to, products for short- and/or longer-term growth with associated conservative, moderate and aggressive risk levels.
  2. A member may be a broker, dealer, financial advisor, financial institution and/or provider of investment products that provide flexibility and choice to ABLE account beneficiaries and contributors.
  3. A member can also be a 529A ABLE program authorized by the State to establish and operate a qualified ABLE program.

With the support of the country’s largest and most influential national disability organizations, the ABLE National Resource Center’s collective reach is across the full spectrum of disabilities and through affiliates and networks in all 50 states.

For more information, contact Miranda Kennedy, ABLE NRC Director, at mkennedy@ablenrc.org.

Scroll Up