529 PLANS

529 News

Nebraska announces upcoming changes to its 529 plans

(March 24, 2012) - The Nebraska Investment Council has approved changes to the state's direct-sold and advisor-sold 529 plans, to take effect by July 2012.

Changes include expansion of investment options and adjustments to underlying investment choices and allocations. Annual asset-based fees are expected to drop 0.03% in NEST Direct and NEST Advisor plans, with an unspecified reduction in the TD Ameritrade 529 plan.

A dollar-cost averaging feature will be added, and approving broker-dealers will be permitted to waive the A share sales charge on rollovers coming into NEST Advisor.

For more information, click here.

Return to 529 News center.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close