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Title ABLE Roundtable Discussion.

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Presentation on theme: "Title ABLE Roundtable Discussion."— Presentation transcript:

1 Title ABLE Roundtable Discussion

2 An Interactive, Roundtable Discussion on ABLE Plans
• Moderator: Rachel Biar, Enable, NE An Interactive, Roundtable Discussion on ABLE Plans

3 What are you hearing regarding the usability of ABLE?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Is the Enrollment process difficult?

4 What challenges are your plans facing in working to grow the business?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? What challenges are your plans facing in working to grow the business?

5 What are you hearing regarding the usability of ABLE
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? With limited resources, how are you converting your outreach and marketing dollars into opened ABLE accounts?

6 Do you feel your outreach efforts are effective – Yes or No?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Collaborating with local Health and Human Services by providing brochures is helpful in spreading the message of ABLE. Can they help take it a step further to open accounts? Do you feel your outreach efforts are effective – Yes or No?

7 Are your investment options meeting the needs of your account owners
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Are your investment options meeting the needs of your account owners – Yes or No? Do you plan to make changes to your investment offerings?

8 Are the messages and feedback different?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? What are you hearing from account owners and their families vs. what you are hearing from disability organizations? Are the messages and feedback different? Many disability groups are divided on some issues; are you discussing this with them?

9 How are you handling rollovers from 529 College Savings to ABLE?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? How are you handling rollovers from 529 College Savings to ABLE? Are you monitoring those rollovers?

10 What are you hearing regarding the usability of ABLE
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Regarding Medicaid claw-back, have you introduced legislation or are you expecting legislation – Yes or No?

11 What are the Tax Reform issues you are dealing with in your plans?
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? What are the Tax Reform issues you are dealing with in your plans?

12 What are you hearing regarding the usability of ABLE
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? What feedback are you receiving regarding legislation and the expansion of the age of onset?

13 What are you hearing regarding the usability of ABLE
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? In regards to the ABLE to Work Act, how do you plan to track contributions from account owners who are able to work and have higher contribution limits? Allowing account owners who are employed to be eligible to contribute above the $15,000 contribution limit up to a dollar amount based on income/poverty limit (contributing an additional amount of $12,060 depending on the gross income of the account owner).

14 What are you hearing regarding the usability of ABLE
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Will you reach out to account owners to warn them of the limit and to confirm the additional contributions are from the account owner only?

15 Additional Comments and Discussion
What are you hearing regarding the usability of ABLE? Is there confusion? Is there difficulty using the accounts? Additional Comments and Discussion

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