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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

A look at the recent NAST symposium
Every year the National Association of State Treasurers hosts its own 529-focused conference. Here are some of the outcomes - in brief - from that event.
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Commentary: First Quarter 2017 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 first quarter 2017.
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Trending in 529 plans: Compliance-friendly share classes (1/2)
Shares that convert automatically are becoming increasingly popular, but are they really the miracle cure-all 529 providers claim?
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5 things advisors need to know about 529 withdrawals
With some 529 plans over 20 years old, more account owners are taking withdrawals. But there are some important things you need to know before requesting that check.
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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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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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