529 News

Recent Plan News

New York's College Savings Program - Direct Plan reduces fees

(August 30, 2010) - Effective August 29, 2010, the total annual asset-based fee for New York's College Savings Program - Direct Plan has been reduced from 0.49% to 0.25%.

Independent 529 Plan changing its pricing

(July 14, 2010) - The Independent 529 Plan will no longer be offering a discount from current tuition prices when it re-opens in mid-August under new program manager OFI Private Investments Inc., (OFIPI), a subsidiary of OppenheimerFunds, Inc. The plan temporarily stopped accepting new contributions on July 1, 2010 to make the transition from former program manager TIAA-CREF Tuition Financing.

Previously, I529 provided an additional benefit to participants by requiring participating colleges to accept a discount off current tuition prices. This feature is eliminated going forward.

Pennsylvania 529 Investment Plan announced lower fees

(July 13, 2010) - Effective July 1, 2010 Pennsylvania 529 Investment Plan announced lower total annual asset-based fees. They are being reduced from 0.70% (0.75% for the Social Index Portfolio) to fees ranging between 0.49% and 0.64%.

For more information, click here.

More Plan News

MOST - Missouri's 529 College Savings Plan (Direct-sold) lowers fees (07/13/2010)
University of Alaska College Savings Plan reducing fees (06/29/2010)
T. Rowe Price College Savings Plan reducing fees (06/29/2010)
College Savings Plans of Maryland - College Investment Plan reducing fees (06/29/2010)
Texas College Savings Plan adds new investment options (06/21/2010)
Alabama legislature passes fix for PACT (04/26/2010)
Virginia 529 reduces admin fees (04/14/2010)
North Carolina 529 adds federally-insured option (04/14/2010)
New Mexico direct 529 adds index options (04/12/2010)
Oregon completes transition to TIAA-CREF (03/24/2010)
Nevada's Upromise 529 offering $300 match to income-eligible families (03/04/2010)
Lower fees, more options for Oklahoma 529 (03/01/2010)
OppenheimerFunds to take over management of I-529 (02/23/2010)
Utah 529 reduces expenses, adds customized investment option (02/01/2010)
Ohio plan eliminates stable value option (01/28/2010)
Alabama prepaid proposal would remove tuition guarantee (01/06/2010)
New Jersey's NJBEST expands options, will reduce fees (12/22/2009)
Arizona and College Savings Bank extend 529 contract (12/16/2009)
AZ: Fidelity cuts 529 manager fee (12/02/2009)
DE: Fidelity cuts 529 manager fee (12/02/2009)
MA: Fidelity cuts 529 manager fee (12/02/2009)
Colorado reduces fees 31% in Direct 529 (11/30/2009)
Learning Quest Advisor discontinues sale of B units (11/30/2009)
Texas changes mind on refund policy changes (11/23/2009)
Kentucky 529 reduces fees, adds new option (11/17/2009)
Maine's NextGen Select adding investment managers (11/09/2009)
Upromise 529 lowers expenses (10/23/2009)
Colorado's Scholars Choice now offers zero-coupon Treasuries (10/15/2009)
Virginia 529 adds socially targeted option (10/12/2009)
Virginia's CollegeWealth 529 to add BB&T bank option (09/27/2009)
Money market to replace stable-value option (09/22/2009)
PA guaranteed savings to impose new fees (08/21/2009)
Minnesota 529 to lower fees further (08/14/2009)
Oregon selects TIAA-CREF to manage direct 529 (07/24/2009)
Iowa 529 reduces fees (07/02/2009)
Schwab 529 adds money market option (06/30/2009)
Vanguard 529 fees to drop (05/26/2009)
Kentucky 529 to stay with TIAA-CREF (05/26/2009)
Arkansas GIFT 529 reduces expenses (05/24/2009)
Iowa Advisor 529 adds 3 ETF options (05/24/2009)
North Carolina 529 to pare investment options (04/29/2009)
Alabama suspends enrollment in prepaid plan (03/31/2009)
NY Direct 529 launches international fund (03/28/2009)
Independent 529 to replace TIAA-CREF (03/02/2009)
Utah 529 adds FDIC-insured savings option (02/11/2009)
Ohio's direct-sold 529 making changes to investment line-up (01/21/2009)
Minnesota 529 reduces age-based expenses (01/03/2009)
Putnam 529 revises investment line-up (01/03/2009)
OppenheimerFunds replaces AIM as investment manager for State Farm 529 (11/09/2008)
Arizona 529 adds fixed-rate CDs (10/28/2008)
Wisconsin EdVest adds bank CDs and a conservative option (10/02/2008)
New Mexico's Education Plan 529 pares fees, replaces funds (09/29/2008)
Utah 529 drops fees, adds investment option (09/14/2008)
Kentucky to change fee structure, add options (08/19/2008)
Ohio direct-sold 529 revises investment options and fees (08/06/2008)
Missouri 529 to change underlying fund allocations (06/04/2008)
Illinois Bright Directions adds women- and minority-owned managers (04/22/2008)
Oregon's MFS 529 Plan reduces fees (04/16/2008)
Utah looking to provide a bank CD option (04/01/2008)
Montana 529 now offering S&P-linked equity CD (02/14/2008)
New Arkansas 529 plan targets registered investment advisers (01/28/2008)
Illinois Bright Start 529 partners with Futuretrust Rewards (01/02/2008)
Montana adds equity-indexed CD option (12/21/2007)
Georgia 529 changes name, reduces fees (12/11/2007)
Connecticut 529 adds investment options (12/02/2007)
OppenheimerFunds 529 adds S&P 500 linked CD option (11/27/2007)
Missouri adviser 529 changes fund line-up, reduces expenses (11/15/2007)
Alabama 529 plan makes changes to investment line-up (11/15/2007)
Alabama 529 plan makes changes to investment line-up (11/15/2007)
Prepaid tuition plan wider now (10/16/2007)
Iowa 529 reduces expenses (09/04/2007)
AZ CollegeSure plan to offer equity-indexed CD (08/21/2007)
Montana CollegeSure plan to offer equity-indexed CD (08/21/2007)
Minnesota 529 is adding options and boosting matching grants (07/30/2007)
Illinois' Bright Start makes switch to OppenheimerFunds (07/25/2007)
Article: Celebrated tuition freeze puts squeeze on college savings fund (07/22/2007)
New Lousiana 529 option adds international component (07/08/2007)
Utah 529 reduces account fees for most (06/29/2007)
Oregon 529 growth triggers fee reduction by OppenheimerFunds (05/09/2007)
Article: TIAA-CREF renews contract with Education Savings Program (04/16/2007)
Upromise and Vanguard to take over Idaho 529 (03/29/2007)
Michigan fees to drop under new TIAA-CREF contract (03/26/2007)
Kansas' Learning Quest 529 to be overhauled (03/26/2007)
OppenheimerFunds to manage Illinois Bright Start 529 (03/12/2007)
Article: CollegeInvest program matches savings plan contributions for qualifying families (02/25/2007)
Maine 529 announces investment and fee changes (02/04/2007)
Fidelity makes enhancements to NH 529 (11/18/2006)
Fidelity makes enhancements to MA 529 (11/18/2006)
Fidelity makes enhancements to DE 529 (11/18/2006)
Fidelity makes enhancements to AZ 529 (11/18/2006)
New restrictions imposed in Ohio's Guaranteed Savings Fund (11/13/2006)
Vanguard dropping fees, adding options, to its Nevada 529 plan (11/09/2006)
Iowa launches adviser 529 with Upromise (10/05/2006)
Upromise takes over administration of TAP plan (08/30/2006)
Pennsylvania TAP eliminates the premium charged on tuition credits (08/19/2006)
Article: Washington tuition deregulation may hurt GET (07/27/2006)
Maryland 529 savings plan reduces expenses (07/10/2006)
Connecticut 529 adds option, reduces fees (06/22/2006)
Michigan expands 529 investment menu (06/16/2006)
Article: Gallatin to provide investment portfolios for MO$T (06/13/2006)
Article: Changes to MO$T give more options (06/08/2006)
Ohio CollegeAdvantage lowers fees (06/01/2006)
Article: Utah's 529 plan helps parents save for college (05/21/2006)
Kentucky 529 adds FutureTrust rewards program (04/24/2006)
Underlying fund expenses increase in Oklahoma (02/18/2006)
Management fees reduced in Connecticut 529 plan (02/18/2006)
Missouri MO$T to switch from TIAA-CREF to Upromise (01/05/2006)
Article: Pennsylvania's TAP guaranteed savings plan evaluated by Moody's (12/04/2005)
Georgia 529 partners with new rebate program (12/01/2005)
Moody's assigns A3 rating to PA's TAP Guaranteed Savings Plan (11/15/2005)
Article: Virginia prepaid plan's price increases (10/08/2005)
Article: KAPT board can access property fund to pay deficit (10/06/2005)
Ohio 529 offers new bank CD and savings account options (09/01/2005)
Virginia's VEST adds Vanguard options, reduces expenses (07/29/2005)
Louisiana offers double-deduction for low-income families (07/13/2005)
NextGen to terminate AIM portfolios (06/20/2005)
Washington's GET prepaid program is modified (05/24/2005)
Michigan 529 changes age-based approach (05/20/2005)
Board approves changes to Wisconsin EdVest (04/27/2005)
Learning Quest 529 adds Vanguard portfolios (03/30/2005)
Wisconsin EdVest to eliminate state admin fee (03/28/2005)
Utah makes changes in wake of 529 plan misappropriation (02/01/2005)
WV SMART529 Select reduces fees (11/02/2004)
Colorado direct-sold accounts moving to new Upromise/Vanguard plan (10/12/2004)
West Virginia launches new 529 with Dimensional (09/27/2004)
Maine's direct-sold NextGen 529 adds new investment options (09/16/2004)
Vanguard announces fee reductions in Nevada 529 (09/02/2004)
OppenheimerFunds takes over as Oregon program manager (08/31/2004)
Ohio 529 launches new Vanguard options (05/24/2004)
Iowa eliminates age requirement (05/01/2004)
Upromise to take over management of Iowa 529 (04/30/2004)
New investment options available in Louisiana using Vanguard (02/24/2004)
Kentucky removes 1% penalty on non-qualified withdrawals (01/09/2004)
Ohio prepaid plan closes to new enrollments (10/10/2003)
Independent 529 Plan to launch in September 2003 (08/22/2003)
Texas prepaid plan to end new enrollments (06/04/2003)
West Virginia prepaid plan closes to new enrollments (03/20/2003)
EdVest drops the Tuition Units option (12/20/2002)

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