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COLLEGE SAVINGS 101

Top ten direct-sold plans
http://www.savingforcollege.com/articles/top-ten-direct-sold-plans-994

Posted: 2017-05-19

by Kathryn Flynn

*Three-year performance rankings as of 3/31/2017

The highly anticipated Savingforcollege.com direct-sold 529 plan rankings are here!

529 plans are generally made up of mutual funds with varying investment options. Each quarter, after analyzing data from thousands of underlying investment portfolios, Savingforcollege.com determines the overall top performing 529 plans. The following slideshow features our most recent top ten list of the plans that can be purchased directly through the plan manager (without having to go through a financial advisor). The "performance score" determines the ranking.

The rankings shown in the slideshow are based on performance over the last three years, giving you a better idea of how the plans fared over time. Note that past performance is not a guarantee of future results. Remember that you can open a 529 plan from almost any state, regardless of where you live!

Click here to see rankings that include plans sold through brokers and fee-based financial planners.

One-year rankings
Five-year rankings
Ten-year rankings

Start Slideshow

10. Georgia: Path2College 529 Plan

Performance score: 31.59

Available to U.S. residents of legal age, UGMA/UTMA custodians, and legal entities organized in the U.S.

Program manager: TIAA-CREF Tuition Financing, Inc.

Enroll Now

9. South Carolina: Future Scholar 529 College Savings Plan (Direct-Sold)

Performance score: 30.71

U.S. citizens and resident aliens and UGMA/UTMA custodians. The Treasurer and Program Manager may permit other persons and legal entities to open accounts

Program manager: Columbia Management Investment Distributors, Inc

Enroll Now

8. Maine: NextGen College Investing Plan - Client Direct Series

Performance score: 30.48

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Enroll Now

7. West Virginia: SMART529 WV Direct College Savings Plan

Performance score: 30.47

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: Hartford Life Insurance Company

Plan Details

6. Louisiana: START Savings Program

Performance score: 30.46

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities. The account owner or beneficiary must be a Louisiana resident at the time of program enrollment.

Program manager: Louisiana State Treasurer

Plan Details

5. Michigan: Michigan Education Savings Program

Performance score: 26.53

Available to U.S. citizens and resident aliens, UGMA/UTMA custodians, estates, trusts, 501(c)(3) organizations, corporations, and state or local government agencies and instrumentalities.

Program managers: TIAA-CREF Tuition Financing, Inc.

Enroll Now

4. Ohio: Ohio CollegeAdvantage Direct 529 Savings Program

Performance score: 25.83

Available to U.S. citizens and resident aliens, UGMA/UTMA custodians, trusts, and 501(c)(3) organizations.

Program managers: Ohio Tuition Trust Authority

Enroll Now

3. Tennessee: TNStars College Savings 529 Program

Performance score: 23.46

Available to U.S. citizens and legal residents at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: State of Tennessee Treasury Department

Plan Details

2. California: The ScholarShare College Savings Plan

Performance score: 22.79

Available to U.S. citizens and resident aliens at least 18 years old, emancipated minors, UGMA/UTMA custodians, and legal entities.

Program manager: TIAA-CREF Tuition Financing, Inc. (TFI)

Enroll Now

1. New York: New York’s 529 College Savings Program - Direct Plan

Performance score: 22.38

Available to U.S. citizens and resident aliens including minors, UGMA/UTMA custodians, and legal entities.

Program manager: Ascensus College Savings

Enroll Now

*Three-year performance rankings as of 3/31/2017

The highly anticipated Savingforcollege.com direct-sold 529 plan rankings are here!

529 plans are generally made up of mutual funds with varying investment options. Each quarter, after analyzing data from thousands of underlying investment portfolios, Savingforcollege.com determines the overall top performing 529 plans. The following slideshow features our most recent top ten list of the plans that can be purchased directly through the plan manager (without having to go through a financial advisor). The "performance score" determines the ranking.

The rankings shown in the slideshow are based on performance over the last three years, giving you a better idea of how the plans fared over time. Note that past performance is not a guarantee of future results. Remember that you can open a 529 plan from almost any state, regardless of where you live!

Click here to see rankings that include plans sold through brokers and fee-based financial planners.

One-year rankings
Five-year rankings
Ten-year rankings

Start Slideshow

10. Georgia: Path2College 529 Plan

Performance score: 31.59

Available to U.S. residents of legal age, UGMA/UTMA custodians, and legal entities organized in the U.S.

Program manager: TIAA-CREF Tuition Financing, Inc.

Enroll Now

9. South Carolina: Future Scholar 529 College Savings Plan (Direct-Sold)

Performance score: 30.71

U.S. citizens and resident aliens and UGMA/UTMA custodians. The Treasurer and Program Manager may permit other persons and legal entities to open accounts

Program manager: Columbia Management Investment Distributors, Inc

Enroll Now

8. Maine: NextGen College Investing Plan - Client Direct Series

Performance score: 30.48

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Enroll Now

7. West Virginia: SMART529 WV Direct College Savings Plan

Performance score: 30.47

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: Hartford Life Insurance Company

Plan Details

6. Louisiana: START Savings Program

Performance score: 30.46

Available to U.S. citizens and resident aliens at least 18 years old, UGMA/UTMA custodians, and legal entities. The account owner or beneficiary must be a Louisiana resident at the time of program enrollment.

Program manager: Louisiana State Treasurer

Plan Details

5. Michigan: Michigan Education Savings Program

Performance score: 26.53

Available to U.S. citizens and resident aliens, UGMA/UTMA custodians, estates, trusts, 501(c)(3) organizations, corporations, and state or local government agencies and instrumentalities.

Program managers: TIAA-CREF Tuition Financing, Inc.

Enroll Now

4. Ohio: Ohio CollegeAdvantage Direct 529 Savings Program

Performance score: 25.83

Available to U.S. citizens and resident aliens, UGMA/UTMA custodians, trusts, and 501(c)(3) organizations.

Program managers: Ohio Tuition Trust Authority

Enroll Now

3. Tennessee: TNStars College Savings 529 Program

Performance score: 23.46

Available to U.S. citizens and legal residents at least 18 years old, UGMA/UTMA custodians, and legal entities.

Program manager: State of Tennessee Treasury Department

Plan Details

2. California: The ScholarShare College Savings Plan

Performance score: 22.79

Available to U.S. citizens and resident aliens at least 18 years old, emancipated minors, UGMA/UTMA custodians, and legal entities.

Program manager: TIAA-CREF Tuition Financing, Inc. (TFI)

Enroll Now

1. New York: New York’s 529 College Savings Program - Direct Plan

Performance score: 22.38

Available to U.S. citizens and resident aliens including minors, UGMA/UTMA custodians, and legal entities.

Program manager: Ascensus College Savings

Enroll Now

 

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