Professional Articles

529 Plan Rankings

Best performing 529 plans

Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance. Learn more...


Featured Professional ArticlesPRO

Opinion: The generification™ of 529 products
In the arms race for the lowest-cost plan, 529s have fast started to become a commoditized product. Is there room left for innovation?
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How Private College 529 works
Private College 529 is a unique animal in the college savings space, and their strategy reflects their novel position. Here we provide insight into how they approach college savers.
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The anti-529ers revisited: Haters gonna hate
There are some people that are thoroughly convinced 529s are a bad bet. Here we explore why.
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Commentary: Fourth quarter 2016 plan performance rankings
We rank plans that consumers can enroll in directly, as well as those sold through brokers and fee-based financial planners) for the fourth quarter 2016.
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H.R. 529 offers big benefits to college savers
New legislation might make 529 plans more alluring, but will it actually pass?
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What advisors need to know about the CSS profile
Investors are increasingly turning to their financial advisors for help with college planning. Here's what you need to know about the CSS Profile.
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Opinion: Betsy DeVos is a bad bet for education
The appointment of Betsy DeVos as Secretary of Education has raised many eyebrows, and deservedly so.
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Content for Financial ProfessionalsPRO

Access these features with a Premium Subscription

  • 529 Performance Rankings
    Access rankings by asset allocation or on a composite basis to view best-to-worst quarterly performance results for both direct-sold and advisor-sold 529 plans.
  • Gift Tax Center
    View specific information and examples relating to gift tax reporting requirements as they relate to 529 plan contributions.
  • Income Tax Center
    View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.

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