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Indiana (IN) 529 College Savings Plans
Two of the three Indiana 529 college savings programs are managed by Ascensus College Savings. The CollegeChoice 529 Direct Savings Plan offers an age-based option using Vanguard funds along with 7 individual-fund options from various fund families. The CollegeChoice Advisor 529 Savings Plan uses iShares ETFs in its year-of-enrollment option and five investment managers in its 10 individual-fund options. Both of these 529 plans also offer an FDIC-insured savings account portfolio. The newest Indiana 529 plan is the CollegeChoice CD 529 Savings Plan, which offers FDIC-insured savings options from College Savings Bank.
Read more about each Indiana 529 plan by selecting the links below.
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...
Four FDIC-insured options are offered in this plan: (1) the CollegeSure CD with a variable interest rate pegged to a private-college tuition index, (2) the InvestorSure CD with an interest rate pegged to a percentage of the increase in the S&P 500...
Advisor Sold Plans
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...