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OPTIONS

529 PLANS

529 Plan Investment Options

Just like your 401k or IRA, your 529 plan's performance will be based on its underlying investments, so it's important to select the right combination of potential risk and reward to meet your needs.

Each plan's investment options pages help you make the best choice by highlighting details of their underlying investments in a visually friendly and easy to read format, including expense ratio, historical returns and asset allocation.

Alabama

CollegeCounts 529 Fund

The manager for the Alabama CollegeCounts 529 Fund direct-sold savings program changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from...

Resident Rating
Non-Resident Rating

CollegeCounts 529 Fund Advisor Plan

The manager for Alabama CollegeCounts 529 Fund Advisor Plan changed from Van Kampen to Union Bank and Trust Company in August 2010. It features age-based, static and individual fund portfolio options using mutual funds from multiple fund firms....

Resident Rating
Non-Resident Rating

Alaska

John Hancock Freedom 529

T. Rowe Price and John Hancock have teamed up with Alaska to offer the John Hancock Freedom 529 advisor-sold 529 savings program. It features enrollment-based and static portfolios utilizing mutual funds from T. Rowe Price and a number of other fund...

Resident Rating
Non-Resident Rating

T. Rowe Price College Savings Plan

T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static...

Resident Rating
Non-Resident Rating

University of Alaska College Savings Plan

The University of Alaska College Savings Plan is a direct-sold 529 savings plan. The Program features both enrollment-based and static portfolios, along with an additional portfolio called the ACT Portfolio providing special benefits to future...

Resident Rating
Non-Resident Rating

Arizona

Arizona Family College Savings Program

College Savings Bank, a Division of NexBank SSB offers two FDIC-insured options as part of the Arizona Family College Savings Program: (1) fixed-rate CDs with one-year, two-year or three-year maturities; and (2) the CollegeSure Honors Savings...

Resident Rating
Non-Resident Rating

Fidelity Arizona College Savings Plan

The Fidelity Arizona College Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using...

Resident Rating
Non-Resident Rating

Ivy InvestEd 529 Plan

The Arizona Ivy InvestEd 529 Plan is an advisor-sold 529 savings program that features three fund-of-fund mutual funds from Ivy Investment Management Company, available as either static investment options or as part of an age-based strategy, plus 16...

Resident Rating
Non-Resident Rating

Arkansas

GIFT College Investing Plan

The team of Ascensus College Savings and The Vanguard Group manages the Arkansas' GIFT College Investing Plan, featuring age-based and static portfolio options utilizing Vanguard mutual funds, and an FDIC-insured savings option. Accounts can be...

Resident Rating
Non-Resident Rating

iShares 529 Plan

Arkansas' iShares 529 Plan from BlackRock is comprised solely of iShares ETFs and offers 7 year-of-enrollment portfolios, 4 asset allocation options, and 17 individual portfolios. These 21 portfolios can be mixed and matched or used independently of...

Resident Rating
Non-Resident Rating

California

The ScholarShare College Savings Plan

TIAA-CREF took over the management of the California ScholarShare College Savings Plan from Fidelity in November 2011. The plan features two age-based options; one using actively managed mutual funds and one using index mutual funds. It also offers...

Resident Rating
Non-Resident Rating

Colorado

Direct Portfolio College Savings Plan

The team of Ascensus Broker Dealer Services, Inc. and The Vanguard Group manages the Colorado Direct Portfolio College Savings Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Scholars Choice College Savings Program

The Colorado Scholars Choice College Savings Program, a Legg Mason-managed 529 savings program is sold exclusively through advisors. It features a lineup of age-based, static multi-fund, and individual fund portfolio options utilizing funds managed...

Resident Rating
Non-Resident Rating

Smart Choice College Savings Plan

Colorado's Smart Choice College Savings Plan offers two FDIC-insured options through FirstBank: a one-year time savings account and a money market savings account....

Resident Rating
Non-Resident Rating

Stable Value Plus College Savings Program

The Colorado Stable Value Plus College Savings Program offers a single option: a stable-value investment under a funding agreement with MetLife that declares a new interest rate each year....

Resident Rating
Non-Resident Rating

Connecticut

Connecticut Higher Education Trust (CHET)

Similar to other TIAA-managed 529 savings programs, the Connecticut Higher Education Trust (CHET) features three age-based options along with eight static investment options....

Resident Rating
Non-Resident Rating

Connecticut Higher Education Trust (CHET) -- Advisor Plan

The Connecticut Higher Education Trust (CHET) -- Advisor Plan, managed by Hartford Life Insurance Company, features age-based, asset-allocation, and individual-fund portfolios using funds from Hartford....

Resident Rating
Non-Resident Rating

Delaware

Delaware College Investment Plan

Delaware College Investment Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using Fidelity...

Resident Rating
Non-Resident Rating

District of Columbia

DC College Savings Plan

In March 2017, Ascensus College Savings took over the management of the DC College Savings Plan from Calvert Investments. The plan features a menu of age-based and static portfolio options utilizing investments from BlackRock, Vanguard, Loomis...

Resident Rating
Non-Resident Rating

Florida

Florida 529 Savings Plan

Florida 529 Savings Plan - Instead of utilizing mutual funds, the Florida Prepaid College Board hires various money management firms to manage the separate investment pools, which are available as either static portfolios or as part of an age-based...

Resident Rating
Non-Resident Rating

Georgia

Path2College 529 Plan

The Georgia Path2College 529 Plan, a TIAA-managed 529 savings program features two age-based options and five fixed options including a guaranteed option with interest at a rate between 1% and 3% as declared each October....

Resident Rating
Non-Resident Rating

Hawaii

Hawaii's College Savings Program

Hawaii's College Savings Program switched program managers in November 2007 from Delaware Investments to Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013. The program uses Vanguard Funds in its age-based option,...

Resident Rating
Non-Resident Rating

Idaho

Idaho College Savings Program (IDeal)

The Idaho College Savings Program (IDeal) is managed by Ascensus College Savings and offers 10 investment options: three age-based options, six fixed portfolios using Vanguard mutual funds, and a Savings Portfolio invested in the Sallie Mae High-Yiel...

Resident Rating
Non-Resident Rating

Illinois

Bright Directions College Savings Program

The Illinois Bright Directions College Savings Program, sold through brokers and fee-based financial advisors, features an extensive multi-manager platform offering a large number of age-based, static multi-fund, and individual-fund options....

Resident Rating
Non-Resident Rating

Bright Start College Savings Program -- Advisor-sold Plan

The Illinois Bright Start College Savings Program -- Advisor-sold Plan launched in 2007 as part of the state's change in program manager to OFI Private Investments, an affiliate of OppenheimerFunds Inc. It offers its menu of investment options at...

Resident Rating
Non-Resident Rating

Bright Start College Savings Program -- Direct-sold Plan

OppenheimerFunds Inc. became program manager in July 2007. The Illinois Bright Start College Savings Program -- Direct-sold Plan features a choice of blended portfolios, which combine actively-managed and passively-managed underlying investments,...

Resident Rating
Non-Resident Rating

Indiana

CollegeChoice 529 Direct Savings Plan

In September 2008, Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, took over the management of the Indiana CollegeChoice 529 Direct Savings Plan from JPMorgan, and it now features an age-based option using...

Resident Rating
Non-Resident Rating

CollegeChoice Advisor 529 Savings Plan

Upromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan now uses iShares ETFs in its Year of Enrollment...

Resident Rating
Non-Resident Rating

CollegeChoice CD 529 Savings Plan

Two FDIC-insured options are offered in the CollegeChoice CD 529 Savings Plan: (1) fixed-rate CDs with one-year, two-year or three-year maturities, and (2) the Honors Savings Account, a high-yield savings account available from College Savings Bank,...

Resident Rating
Non-Resident Rating

Iowa

College Savings Iowa

College Savings Iowa, a Vanguard-managed 529 savings program features four different tracks in its age-based option along with ten static portfolios, all utilizing Vanguard funds. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

IAdvisor 529 Plan

The IAdvisor 529 Plan is managed by Voya Investment Management Co. LLC. Voya succeeded Upromise Investments as program manager in March 2013. The revised program features an age-based option, five static allocation options, and 12 single fund...

Resident Rating
Non-Resident Rating

Kansas

Learning Quest 529 Education Savings Program (Direct-sold)

American Century manages the Learning Quest 529 Education Savings Program (Direct-sold) for Kansas, featuring three age-based tracks with a mix of American Century, Vanguard and Baird funds, one age-based track with Vanguard index funds, and 12...

Resident Rating
Non-Resident Rating

Learning Quest Advisor

Kansas Learning Quest Advisor version of Learning Quest was overhauled in May 2007 and now offers multi-manager age-based portfolios and static portfolios in addition to a menu of individual funds. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Schwab 529 College Savings Plan

The Kansas Schwab 529 College Savings Plan is available through discount broker Charles Schwab and managed by American Century. The Plan utilizes a variety of mutual fund families in its age-based and static portfolio options. Accounts can be linked...

Resident Rating
Non-Resident Rating

Kentucky

Kentucky Education Savings Plan Trust

The Kentucky Education Savings Plan Trust is similar to other TIAA-managed 529 savings programs. The Plan features an age-based option, two 100% equity options, a balanced option, a fixed income option, and a guaranteed option....

Resident Rating
Non-Resident Rating

Louisiana

START Saving Program

The START Saving Program requires Louisiana residency to participate. It is subsidized by the state, resulting in no costs to the participant above the underlying fund costs. Vanguard funds and the State Treasurer's fixed income fund are utilized in...

Resident Rating
Non-Resident Rating

Maine

NextGen College Investing Plan -- Client Direct Series

The Maine NextGen College Investing Plan -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen...

Resident Rating
Non-Resident Rating

NextGen College Investing Plan -- Client Select Series

The Maine NextGen College Investing Plan -- Client Select Series advisor-sold 529 plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, iShares,...

Resident Rating
Non-Resident Rating

Maryland

Maryland 529 -- College Investment Plan

T. Rowe Price manages the College Savings Plans of Maryland -- College Investment Plan and utilizes its mutual funds in age-based and static portfolio options....

Resident Rating
Non-Resident Rating

Massachusetts

U.Fund College Investing Plan

Massachusetts' U.Fund College Investing Plan, a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and New Hampshire. It features three age-based options; one using Fidelity mutual funds; one using...

Resident Rating
Non-Resident Rating

Michigan

MI 529 Advisor Plan

MI 529 Advisor Plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features age-based, asset-allocation, and individual-fund portfolios using funds from Allianz, PIMCO and TIAA-CREF....

Resident Rating
Non-Resident Rating

Michigan Education Savings Program

The Michigan Education Savings Program is similar to other TIAA-managed 529 savings programs. The Program features an age-based option, four multi-fund options, a single fund option and a principal protection option....

Resident Rating
Non-Resident Rating

Minnesota

Minnesota College Savings Plan

Minnesota College Savings Plan is a TIAA-managed 529 savings program features an age-based option and ten fixed options including a guaranteed option....

Resident Rating
Non-Resident Rating

Mississippi

Mississippi Affordable College Savings (MACS) Program

The Mississippi Affordable College Savings (MACS) Program is similar to other TIAA-managed 529 savings programs, and features an age-based option, five risk-based options, and a guaranteed option....

Resident Rating
Non-Resident Rating

Missouri

MOST - Missouri's 529 College Savings Plan (Direct-sold)

MOST - Missouri's 529 College Savings Plan (Direct-sold), managed by Ascensus College Savings, features three-age based options and 16 static portfolios with funds from Vanguard and Dimensional Fund Advisors. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Montana

Achieve Montana

The Montana Family Education Savings Program -- Investment Plan was renamed Achieve Montana with a new suite of investments added in October 2015. Ascensus College Savings continues to serve as program manager for this direct-sold plan. Five...

Resident Rating
Non-Resident Rating

Montana Family Education Savings Program -- Bank Plan

The Montana Family Education Savings Program -- Bank Plan was closed to new enrollments and investments as of July 31, 2015. College Savings Bank, a Division of NexBank SSB continues to provide services to the plan including investment management,...

Resident Rating
Non-Resident Rating

Nebraska

Nebraska Education Savings Trust -- Advisor College Savings Plan

Nebraska Education Savings Trust -- Advisor College Savings Plan switched program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Nebraska Education Savings Trust -- Direct College Savings Plan

Nebraska Education Savings Trust -- Direct College Savings Plan switched program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

State Farm College Savings Plan

Nebraska's State Farm College Savings Plan utilizes OppenheimerFunds, Federated, and State Farm mutual funds in its age-based and static portfolios. For complete details, see a State Farm financial advisor....

Resident Rating
Non-Resident Rating

TD Ameritrade 529 College Savings Plan

Nebraska's TD Ameritrade 529 College Savings Plan is very similar to The Nebraska Education Savings Trust, but is offered through discount broker TD Ameritrade at a slightly higher cost than the direct-sold Nebraska plan....

Resident Rating
Non-Resident Rating

Nevada

Putnam 529 for America

Launched in October 2010, Nevada's Putnam 529 for America advisor-sold 529 savings plan offers an age-based option, 3 goal-based options, 10 individual-fund options, and 4 options consisting of the Putnam Absolute Return Funds. The 10 individual-fund...

Resident Rating
Non-Resident Rating

SSGA Upromise 529 Plan

The SSGA Upromise 529 plan offers a variety of investment options that use SPDR ETFs as the main investment vehicle. The Plan is managed by Ascensus College Savings with State Street Global Advisors as the investment manager. The program features...

Resident Rating
Non-Resident Rating

The Vanguard 529 Savings Plan

Nevada 's Vanguard 529 Savings Plan is administered by Ascensus College Savings but carries the Vanguard brand and features a wide offering of Vanguard mutual funds in its age-based and static portfolio options. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

USAA 529 College Savings Plan

Nevada's USAA 529 College Savings Plan is available to the general public and features age-based and static porfolio options utilizing USAA mutual funds. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Wealthfront 529 College Savings Plan

The Wealthfront 529 College Savings Plan is an advisor-sold plan sponsored by the State of Nevada with Ascensus Broker Dealer Services, Inc. serving as program manager. Wealthfront is a completely online platform serving as an automated investment...

Resident Rating
Non-Resident Rating

New Hampshire

Fidelity Advisor 529 Plan

In addition to its direct-sold 529 plans and its advisor-sold ScholarShare Advisor College Savings Plan (California), Fidelity offers this program, Fidelity Advisor 529 Plan (New Hampshire) through brokers, utilizing Fidelity Advisor funds in its...

Resident Rating
Non-Resident Rating

UNIQUE College Investing Plan

New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. It features three age-based options; one using Fidelity mutual funds, one using...

Resident Rating
Non-Resident Rating

New Jersey

Franklin Templeton 529 College Savings Plan

New Jersey Franklin Templeton 529 College Savings Plan is an advisor-sold 529 savings program managed by Franklin Templeton featuring age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option....

Resident Rating
Non-Resident Rating

NJBEST 529 College Savings Plan

New Jersey's NJBEST 529 College Savings Plan is managed by Franklin Templeton and features age-based and static portfolio options utilizing mutual funds and/or ETFs along with a money market option....

Resident Rating
Non-Resident Rating

New Mexico

Scholar'sEdge

New Mexico's Scholar'sEdge, an advisor-sold 529 savings program, managed by OppenheimerFunds, features age-based and static portfolio options utilizing OppenheimerFunds, American Century, Dreyfus, Monetta, and MainStay mutual funds along with a...

Resident Rating
Non-Resident Rating

The Education Plan's College Savings Program

The Education Plan College Savings Program is managed by OppenheimerFunds and features age-based and static portfolio options, some of which are a blend of active-managed funds and index funds, and others are entirely composed of index funds....

Resident Rating
Non-Resident Rating

New York

New York's 529 Advisor-Guided College Savings Plan

In May 2012 New York's 529 College Savings Program was renamed New York's 529 Advisor-Guided College Savings Plan. Ascensus Broker Dealer Services, Inc. (formerly Upromise Investments, Inc.) serves as Progam Manager but J.P. Morgan Investment...

Resident Rating
Non-Resident Rating

New York's 529 College Savings Program -- Direct Plan

The team of Ascensus College Savings and The Vanguard Group manages New York's 529 College Savings Program -- Direct Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

North Carolina

National College Savings Program

North Carolina's National College Savings program features Vanguard funds in its age-based and static options, along with a fixed-income option managed by the state treasurer and a federally-insured deposit option through the State Employees Credit...

Resident Rating
Non-Resident Rating

North Dakota

College SAVE

North Dakota's College SAVE, managed by Ascensus College Savings, offers 9 investment options: three age-based options and six individual portfolios managed by Vanguard. Accounts can be linked to the...

Resident Rating
Non-Resident Rating

Ohio

BlackRock CollegeAdvantage Advisor 529 Savings Plan

The Ohio BlackRock CollegeAdvantage 529 Plan is an advisor-sold 529 savings program offering three age-based options, three target-risk options, 11 single-fund options featuring BlackRock mutual funds, 3 single-fund options featuring iShares...

Resident Rating
Non-Resident Rating

Ohio CollegeAdvantage Direct 529 Savings Plan

The investment menu in the Ohio CollegeAdvantage 529 Savings Plan features a set of 3 age-based and 16 static investment options using Vanguard funds, a set of age-based options using Vanguard and DFA funds, 2 DFA static investment options, and 2...

Resident Rating
Non-Resident Rating

Oklahoma

Oklahoma College Savings Plan

Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option....

Resident Rating
Non-Resident Rating

Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features 18 mutual fund portfolios from 3 different money managers....

Resident Rating
Non-Resident Rating

Oregon

MFS 529 Savings Plan

Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features age-based and static portfolio options utilizing MFS mutual funds....

Resident Rating
Non-Resident Rating

Oregon College Savings Plan

TIAA-CREF took over the management of the Oregon College Savings Plan in March 2010. It features age-based and static portfolio options utilizing mutual funds from a variety of fund families along with a guaranteed investment option from TIAA-CREF....

Resident Rating
Non-Resident Rating

Pennsylvania

Pennsylvania 529 Investment Plan

The Pennsylvania 529 Investment Plan switched to Pennsylvania Treasury Department as program manager in July 2010 but still uses Upromise Investment Advisors, which was acquired by Ascensus College Savings in 2013, as recordkeeper and Vanguard as...

Resident Rating
Non-Resident Rating

Rhode Island

CollegeBound 529 (Advisor-sold)

Rhode Island's CollegeBound 529 savings program is managed by Ascensus College Savings with Invesco Advisors, Inc. as investment manager. The plan is sold through brokers (unit classes A, AR, and C) and registered investment advisors (unit class I)....

Resident Rating
Non-Resident Rating

CollegeBound Saver (Direct-sold)

The CollegeBound Saver program is Rhode Island's direct-sold plan open to Rhode Island residents and non-residents. It features a menu of age-based and static portfolio options utilizing Invesco, Vanguard and BlackRock mutual funds along with a...

Resident Rating
Non-Resident Rating

South Carolina

Future Scholar 529 College Savings Plan (Advisor-sold)

South Carolina's Future Scholar 529 College Savings Plan (Advisor-sold) features an extensive menu of age-based and static portfolio options utilizing mutual funds from Columbia and a number of other fund families. Although sharing the same program...

Resident Rating
Non-Resident Rating

Future Scholar 529 College Savings Plan (Direct-sold)

South Carolina's Future Scholar 529 College Savings Plan (Direct-sold), available on a direct basis only to those who meet certain South Carolina residency requirements, features a menu of age-based and static portfolio options utilizing Columbia...

Resident Rating
Non-Resident Rating

South Dakota

CollegeAccess 529 (Advisor-sold)

The South Dakota CollegeAccess 529 advisor-sold only plan offers age-based, static asset allocation, and individual fund portfolio options utilizing a large array of investment managers including Allianz Global Investors U.S., DFA, Dodge & Cox,...

Resident Rating
Non-Resident Rating

CollegeAccess 529 (Direct-sold)

South Dakota's CollegeAccess 529 (Direct-sold) program is available only to those who meet certain South Dakota residency requirements, this 529 savings program features an age-based option, one fixed income static portfolio and two single fund...

Resident Rating
Non-Resident Rating

Tennessee

TNStars College Savings 529 Program

The TNStars College Savings 529 Program is administered by the Tennessee Treasury Department. It features an age-based option, individual investment options with underlying funds from a range of fund companies including Vanguard, DFA, and Primecap,...

Resident Rating
Non-Resident Rating

Texas

Lonestar 529 Plan

The program management of Texas' Lonestar 529 Plan was assumed by NorthStar Financial Services Group, LLC in September 2014. The plan offers an age-based option, two multi-fund portfolios, and 10 individual fund portfolios....

Resident Rating
Non-Resident Rating

Texas College Savings Plan

The Texas College Savings plan, managed by NorthStar Financial Services Group, LLC offers two age-based investment options and seven static options using underlying investments managed by Artisan, DFA, Dodge & Cox, Dreyfus, Invesco, T. Rowe Price, ...

Resident Rating
Non-Resident Rating

Utah

Utah Educational Savings Plan (UESP)

The Utah Educational Savings Plan (UESP) state-administered 529 savings program utilizes Vanguard and Dimensional mutual funds, the State Treasurer's fixed-income fund, and an FDIC-insured account in its five different age-based options and nine...

Resident Rating
Non-Resident Rating

Vermont

Vermont Higher Education Investment Plan

The Vermont Higher Education Investment Plan features age-based and static options from four mutual fund families and a money market portfolio....

Resident Rating
Non-Resident Rating

Virginia

CollegeAmerica

Virginia's CollegeAmerica is an advisor-sold 529 plan that makes available a line-up of 28 individual fund portfolios, 6 multi-fund portfolios, and seven target date fund portfolios from American Funds through Class 529-A, 529-C, 529-E and 529-F-1...

Resident Rating
Non-Resident Rating

CollegeWealth

The CollegeWealth program will be discontinued in April 2017. Assets in existing CollegeWealth accounts will be transferred to Virginia's inVEST FDIC-Insured Portfolio....

Resident Rating
Non-Resident Rating

Invest529

Virginia's Invest529 state-administered 529 savings program features a mix of different mutual funds and separately-managed accounts in its age-based and static portfolio options....

Resident Rating
Non-Resident Rating

West Virginia

SMART529 Select

The West Virginia SMART529 Select 529 savings program is managed by Hartford Life and features age-based and static portfolio options utilizing Dimensional Fund Advisors mutual funds. Although DFA funds are typically available only through financial...

Resident Rating
Non-Resident Rating

SMART529 WV Direct College Savings Plan

The West Virginia SMART529 WV Direct College Savings Plan, available on a direct basis to those who meet certain West Virginia residency requirements, features a stable value option along with a menu of age-based and static portfolio options...

Resident Rating
Non-Resident Rating

The Hartford SMART529

While a similar program (SMART529 WV Direct) is available to West Virginia residents on a direct basis, this advisor-sold version is available nationally. The Hartford SMART529 program features a stable value option along with a menu of age-based...

Resident Rating
Non-Resident Rating

Wisconsin

Edvest

TIAA-CREF succeeded Wells Fargo as manager of Wisconsin's Edvest 529 savings program in October 2012. The revised program features two age-based options, eight static portfolio options, and five individual fund options utilizing mutual funds from...

Resident Rating
Non-Resident Rating

Tomorrow's Scholar 529 Plan

Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options,...

Resident Rating
Non-Resident Rating
 

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