529 News

Recent Plan News

Idaho reduces fees for the IDeal – Idaho College Savings Program

(June 15, 2017) - Total asset based fees for all investment options are reduced from 0.51% to 0.50% (except the Savings Portfolio, which remains at 0.34%).

For more information, click here.

Utah cuts UESP plan fees and modifies plan

(June 12, 2017) - The Utah Educational Savings Plan (UESP) recently made several changes to the program, effective June 14, 2017:
• The annual "Administrative Asset Fee" was reduced from 0.17% to 0.16%
• The plan added several age brackets for participants in an effort to "make accounts less vulnerable to sharp market fluctuations on the day when an account moves to the next age bracket"
• Vanguard Total International Bond Index Fund was added as an underlying option inside several age-based options for diversification
• Several new portfolios, including two socially-conscious investment options, were added as possible investments within the Customized Age-Based and Customized Static options

For more information, click here.

Oklahoma College Savings Plan reduces program management fee

(May 12, 2017) - Oklahoma announced Thursday that TIAA-CREF Tuition Financing, Inc. has reduced its program management fees from 0.35 to 0.30 effective immediately. The reduction was in response to the plan hitting a pre-determined asset threshold of $750 million for 90 consecutive days.

For more information, click here.

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