529 PLANS

Montana (MT) 529 College Savings Plans

Achieve Montana is a direct-sold plan managed by Ascensus College Savings, and offers age-based and static investment options using Vanguard and DFA funds plus an FDIC-insured savings option. The Montana Family Education Savings Program (Bank Plan) was closed to new investors in July 2015.

More information on the Montana 529 plans is provided in the following links.

Consumer Plans

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

ABLE Plans

Montana ABLE

The Montana ABLE Program is offered through the National ABLE Alliance. The program is created under the Montana Achieving a Better Life Experience Act to authorize the establishment of savings accounts empowering individuals with a disability and...

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