529 PLANS

Oklahoma (OK) 529 College Savings Plans

TIAA-CREF Tuition Financing, Inc. is program manager for both of the Oklahoma 529 plans. The Oklahoma College Savings Plan is a direct-sold program that utilizes TIAA-CREF mutual funds, and the Oklahoma Dream 529 Plan is an advisor-sold savings program distributed by Allianz Global Investors that features a multi-manager investment platform.

Select the links below to see details on the Oklahoma 529 plans.

Consumer Plans

Oklahoma College Savings Plan

Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option. ...

Resident:
Non-Resident:

Advisor Sold Plans

Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features 18 mutual fund portfolios from 3 different money managers. ...

Resident:
Non-Resident:

Other Popular Plans

  • Bright Start College Savings Program -- Direct-Sold Plan

    5 out of 5 Caps | Top Ten Plan

    OppenheimerFunds Inc. became program manager in July 2007. The Illinois Bright Start College Savings Program -- Direct-sold Plan features a choice of blended portfolios, which combine actively-managed and passively-managed underlying investments, and index portfolios. The blended portfolios are managed by OppenheimerFunds affiliates, Vanguard, and American Century. The index portfolios utilize Vanguard index funds and a money market fund managed by OppenheimerFunds.

  • NextGen College Investing Plan -- Client Direct Series

    5 out of 5 Caps | Top Ten Plan

    The Maine NextGen College Investing Plan -- Client Direct Series is available through Merrill Edge. The plan utilizes BlackRock (including iShares) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available..

  • T. Rowe Price College Savings Plan

    4 out of 5 Caps | Top Ten Plan

    T. Rowe Price College Savings Plan, the nationally-branded version of Alaska's direct-sold 529 savings program mirrors the University of Alaska College Savings Plan but lacks the ACT Portfolio found in the UA program. The enrollment-based and static portfolios available in this program utilize T. Rowe Price mutual funds

 
page loadtime mark

Advertisement


close