529 PLANS

Colorado (CO) 529 College Savings Plans

Colorado offers three direct-sold 529 college savings plans and one advisor-sold 529 program. The largest direct-sold Colorado 529 plan is the Direct Portfolio College Savings Plan, managed by Ascensus College Savings, which utilizes Vanguard mutual funds. The Stable Value Plus College Savings Program offers a stable-value investment through MetLife Insurance Company, and the Smart Choice College Savings Plan offers two FDIC-insured options through FirstBank. The Scholars Choice College Savings Program is managed by Legg Mason and is sold through financial advisors. Colorado’s prepaid 529 program, the Prepaid Tuition Fund, closed and liquidated all assets in November 2013.

Each Colorado 529 plan has more information available in the links below.

Consumer Plans

Direct Portfolio College Savings Plan

The team of Ascensus Broker Dealer Services, Inc. and The Vanguard Group manages the Colorado Direct Portfolio College Savings Plan. It features age-based and static portfolio options utilizing Vanguard mutual funds. Accounts can be linked to the ...

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Smart Choice College Savings Plan

Colorado's Smart Choice College Savings Plan offers two FDIC-insured options through FirstBank: a one-year time savings account and a money market savings account. ...

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Stable Value Plus College Savings Program

The Colorado Stable Value Plus College Savings Program offers a single option: a stable-value investment under a funding agreement with MetLife that declares a new interest rate each year. ...

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Advisor Sold Plans

Scholars Choice College Savings Program

The Colorado Scholars Choice College Savings Program, a Legg Mason-managed 529 savings program is sold exclusively through advisors. It features a lineup of age-based, static multi-fund, and individual fund portfolio options utilizing funds managed ...

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State News

 
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