Connect with us

Technology

Creative Planning Named New Investment Manager for Mississippi 529 Savings Plan

Published

on

OVERLAND PARK, Kan., Aug. 17, 2026 /PRNewswire/ — Creative Planning, one of the nation’s leading independent registered investment advisory firms, today announced a strategic collaboration with Catalis to modernize the Mississippi Affordable College Savings (MACS) Plan. As the MACS Plan’s new investment manager, Creative Planning brings more than 40 years of institutional investment expertise to the 529 savings plan market.

The collaboration pairs Catalis’s savings program platform with Creative Planning’s open-architecture investment approach to deliver a simpler, more modern experience for families saving for education.

Investment Innovation for Today’s 529 Savers

The modernized MACS Plan is designed to make saving easier, more flexible and more cost-effective for account owners. Key enhancements include:

Enrollment year portfolios that automatically adjust over time, giving savers a clear path toward future education expenses

Simplified risk-based portfolios for account owners who prefer a streamlined investment selection

Reduced costs for MACS account owners, with a 20% fee reduction from the current structure

An enhanced planning tool to help customers choose investments during enrollment

“We’re excited to bring a more innovative approach to the 529 market through our collaboration with Catalis,” said Creative Planning President and CEO Peter Mallouk. “By combining Catalis’s expertise in administering public programs with Creative Planning’s investment capabilities, we can deliver a modern, more flexible experience that helps Mississippi families save for the future.”

“To drive value to our 529 plan clients, Catalis purposely sought an investment partner that offers both true open investment architecture and strong access to top national investment firms,” said Catalis CEO Scott Roza. “Open architecture is a bedrock principle for Creative Planning, and they are uniquely positioned to deliver innovation and value to the 529 savings plan market.”

Modern Payments and Digital Tools

The investment transition is part of a broader modernization effort by Catalis to integrate market-leading payment innovation directly into the 529 customer account experience through a single login that provides:

Digital wallet gifting through PayPal and Venmo, including cryptocurrency, making it easier for friends and family to contribute

Visa and Mastercard prepaid cards that help students pay for textbooks and other qualified education expenses

“Together, Catalis and Creative Planning are bringing Mississippi families a modernized 529 platform built for value, choice and long-term savings success,” said Roza.

About Creative Planning
Creative Planning, LLC, is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management.

Creative Planning and its affiliates have approximately $750 billion in assets under management or advisement as of June 30, 2026. United Capital Financial Advisors, Creative Planning Institutional Advisors, Baseline Wealth Management Ltd. (licensed by FINMA as a portfolio manager), and MASECO LLP (authorized and regulated by the UK Financial Conduct Authority and a registered investment adviser with the SEC) are affiliates of Creative Planning.

About Catalis

Catalis provides services to fourteen 529 education savings and ABLE disability savings programs across the U.S. As a trusted partner to state-sponsored savings programs, Catalis brings deep experience in 529 program administration, participant recordkeeping, customer engagement and digital account management to help families plan, save and pay for future education expenses. The company is also a leading national provider of payments solutions to the public sector, pairing modern SaaS solutions with secure, scalable payment technology that helps governments streamline transactions, modernize services and better engage citizens.

Media Contact
Creative Planning
media@creativeplanning.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/creative-planning-named-new-investment-manager-for-mississippi-529-savings-plan-302852834.html

SOURCE Creative Planning, LLC

Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Technology

PCB Bank Launches 2026 Brand Campaign, “To a World of Possibilities – That’s PCBility”

Published

on

By

LOS ANGELES, Aug. 17, 2026 /PRNewswire/ — PCB Bank announced the launch of its new 2026 brand campaign, “To a World of Possibilities – That’s PCBility” celebrating how customers’ ambitions and PCB Bank’s financial expertise come together to create greater opportunities.

The campaign creatively illustrates the synergy between customers’ ambitions and PCB Bank’s financial expertise, showing how that partnership transforms potential into greater achievements while reinforcing the Bank’s commitment to helping individuals and businesses turn possibilities into reality.

First introduced in 2024, PCBility has become PCB Bank’s core brand identity. Building on that foundation, the 2026 campaign culminates with the brand message, “To a World of Possibilities – That’s PCBility,” symbolizing the synergy created when customers’ aspirations are supported by PCB Bank’s financial solutions. Throughout the campaign, PCB Bank’s core strengths—including Tailored Business Financial Services, Speedy Business Banking, and Easy Convenient Online Banking—are naturally woven into stories of customers pursuing growth and success.

A defining creative element of the campaign is its seamless integration of live action and illustration animation. Each commercial begins by portraying customers pursuing meaningful goals in real-life settings before transitioning naturally into illustration animation through the PCB Bank logo, visually bringing to life their aspirations, future achievements, and realized dreams.

“The combination of live action and illustration animation was never simply about introducing a new visual style,” said Karen Park, President of TEN Advertising, PCB Bank’s official advertising partner behind the campaign. “Our goal was to visually capture customers’ dreams and future success, reinforcing the idea that even greater possibilities can unfold when they partner with PCB Bank.”

The campaign further reinforces its message through three creative campaign messages:

For building dreams that grow, A bedrock of financial support – Tailored Business Financial ServicesFor truly tough challenges, Banking, simplified – Speedy Business BankingFor the possibilities of today, Banking of tomorrow – Easy Convenient Online Banking

Together, these campaign messages demonstrate how PCB Bank’s financial solutions support customers through every stage of their personal and business journeys.

“This campaign reflects how our customers’ potential can grow into even greater achievements through PCB Bank’s financial solutions,” said Henry Kim, President and CEO of PCB Bank. “Guided by our brand philosophy, Possibility Elevated, we will continue to be a trusted financial partner, helping our customers build stronger businesses, brighter futures, and greater possibilities.”

The campaign will roll out across television, digital platforms, display advertising, print, and out-of-home media, extending PCB Bank’s message of growth, opportunity, and partnership to a broader audience.

About PCB Bank

PCB Bank is a publicly traded (NASDAQ: PCB) community bank based in Los Angeles, California. Established in 2003 as Pacific City Bank, PCB Bank has provided the financial needs of local businesses and communities with personalized banking solutions and exceptional customer service. Our mission at PCB Bank is to partner with our business clients for success by providing total relationship banking. We commit to fostering local growth and development.
To learn more about PCB Bank, visit www.mypcbbank.com.

View original content to download multimedia:https://www.prnewswire.com/news-releases/pcb-bank-launches-2026-brand-campaign-to-a-world-of-possibilities—thats-pcbility-302852156.html

SOURCE PCB Bank

Continue Reading

Technology

Río Hondo College invests in stronger campus technology support to improve student, faculty and staff experiences

Published

on

By

Partnership with Boldyn Networks strengthens ERP support and internal IT capacity, answers to growing demand for managed application services in higher education

LOS ANGELES, Aug. 17, 2026 /PRNewswire/ — Río Hondo College has selected Boldyn Networks (Boldyn) as a trusted partner to invest in Managed Application and Enterprise Resource Planning (ERP) services, helping expand the capacity of the college’s internal IT team and strengthening support for the critical applications that underpin day-to-day operations.

Boldyn will work with Río Hondo College to assess, support and optimize its application environment, including cloud migration planning, infrastructure hosting management, application management, Software-as-a-Service readiness, database administration, and business continuity and disaster recovery planning.

For Río Hondo College, the partnership provides access to specialists with deep experience supporting higher education institutions without increasing pressure on existing staff resources. The approach enables the college’s IT team to spend more time advancing strategic initiatives that support institutional goals and student success.

Allan Abutin, Interim Executive Director, Information Technology Services, at Río Hondo College, said “Our technology systems play an essential role in supporting every part of the college experience. As the complexity of those systems continues to grow, it becomes increasingly important to have access to the right expertise and resources. Boldyn’s higher education experience and dedicated support model give us confidence that we can continue delivering reliable services while allowing our internal team to focus on the strategic initiatives that drive value for our students, faculty and staff.”

Matt Loecke, SVP Higher Education, at Boldyn Networks US, said “Higher education institutions are navigating significant technology transformation while managing increasing demands on internal IT teams. Río Hondo College has taken a proactive approach by investing in the ERP services and expertise needed to support its long-term goals. We are proud to be selected as a trusted partner and look forward to helping the college maximize the value of its technology environment while delivering reliable experiences for its campus community.”

Boldyn’s Managed Application Services are designed to help colleges and universities reduce the operational burden of supporting increasingly complex application environments while maintaining visibility and control over their technology strategy.

Full press release HERE.

Media Contact: 
media@boldyn.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/rio-hondo-college-invests-in-stronger-campus-technology-support-to-improve-student-faculty-and-staff-experiences-302851951.html

SOURCE Boldyn Networks

Continue Reading

Technology

TruGrid and RE+ Partner on Exclusive Attendee Guide Ahead of RE+ 26

Published

on

By

HOUSTON, Aug. 17, 2026 /PRNewswire/ — As the renewable energy industry prepares for one of its largest annual gatherings, TruGrid has partnered with RE+ to publish an exclusive insider guide designed to help attendees make the most of this year’s conference in Las Vegas.

The blog, RE+ 26 Survival Guide: What Every Attendee Needs to Know Before Heading to Las Vegas, features an interview between TruGrid Senior Director of Marketing Amy Norstedt and RE+ Vice President of Marketing Danielle Danko. Together, they discuss the biggest changes attendees can expect this year, including RE+’s permanent move to November, the return to the Las Vegas Convention Center, how Formula 1 race week will impact travel, new networking opportunities, transportation options, and planning resources available before arriving.

“RE+ is the premier gathering for the renewable energy industry, and this year brings several significant changes that attendees should prepare for,” said Danielle Danko, Vice President of Marketing at RE+. “We wanted to create a resource with TruGrid that answers the questions everyone is asking before they arrive.”

Among the topics covered in the guide are:

Why RE+ has moved from September to NovemberBenefits of the event returning to the Las Vegas Convention CenterWhat attendees should know about Formula 1 race weekChanges to education sessions and expo hall schedulingChanges to the Block Party and networking opportunitiesTransportation tips, including the Vegas Loop and MonorailPlanning tools that can help attendees maximize their time on site

As one of the conference’s largest sponsors, TruGrid will have team members throughout RE+ meeting with developers, owners, investors, and industry partners to discuss their engineering, procurement, and construction (EPC) services for utility-scale battery energy storage system and solar projects.

“The best partnerships begin with meaningful conversations,” said Amy Norstedt, Senior Director of Marketing at TruGrid. “We’re excited to provide RE+ attendees with a resource that helps them navigate this year’s event while creating opportunities to connect with our team. With a 0.00 total recordable incident rate (TRIR) throughout 2025 and year-to-date in 2026, TruGrid remains committed to delivering projects with the highest standards of safety, quality execution, and reliability.”

To read the complete RE+ 26 Survival Guide, visit the TruGrid blog.

Attendees interested in scheduling a meeting with the TruGrid team during RE+ or before the conference begins can email sales@trugridpower.com.

About TruGrid
TruGrid is a premier utility-scale engineering, procurement, and construction (EPC) contractor specializing in battery energy storage systems (BESS) and solar technology. Its mission is to connect customers and communities with reliable and valuable utility-scale clean energy projects. Based in Houston, Texas, TruGrid is at the forefront of North America’s energy transition, offering solutions that ensure the most profitable projects for customers. Proudly owned by Hull Street Energy, TruGrid is dedicated to advancing sustainability and leading the energy industry with a focus on excellence, safety, and reliability.

Contact
Amy Norstedt
Senior Director of Marketing
TruGrid
anorstedt@trugridpower.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/trugrid-and-re-partner-on-exclusive-attendee-guide-ahead-of-re-26-302852475.html

SOURCE TruGrid

Continue Reading

Trending