Case Studies & Testimonials

Case: Leveraging technology to create national competitive advantage

The Challenge

How to launch a robust yet cost effective program for a state which has no funds to build or promote their 529A program. Intuition ABLE Solutions lobbied to eliminate the State residency requirement and developed its National Program module which allows for a customized approach for any state to offer a robust and flexible program.

Overview

Intuition ABLE Solutions is proud to power CalABLE, which offers nationwide savings plan enrollment for individuals with disabilities. By offering comprehensive program features coupled with our digital solutions package, they are the 4th largest national program.

  • 100% adoption rate for online enrollment
  • Fewest number of forms in the marketplace
  • Accounts open in over 42 states
  • High-quality plan features
  • Exceptional Customer Engagement Services
Case: Leveraging technology to promote savings and growth

The Challenge

The 2017 federal tax reform introduced increased annual maximum contribution limits for working Beneficiaries. Intuition ABLE Solutions launched an enhanced online feature to comply with the federal mandate. As a value-added benefit, it included built-in Program and Beneficiary-level safeguards while offering a user-friendly tool to promote increased savings.

Results

  • Fully integrated, online solution
  • Low customer friction – easy and straightforward process
  • Enhanced consumer experience
  • Program-level safeguards minimize program risk and exposure
  • Beneficiary-level safeguards
  • Flexible architecture to enable Plans to conform with future changes in the law

Community Involvement Initiatives

Employer Initiatives

ABLE Account Match Program: Intuition, LLC is proud to provide matching contributions to all eligible 529 ABLE accounts opened by an employee of Intuition’s family of companies, either for themselves or on behalf of their qualified dependent. Intuition ABLE Solutions is proud to be part of one of the first companies to offer this corporate benefit to its employees.