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COLLEGE SAVINGS 101

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

Posted: 2017-02-13

by Kathryn Flynn

*Three-year performance rankings as of 12/31/2016

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: 30.51
  • 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.
  • Plan Details

9. Louisiana: START Saving Program

  • Performance score: 29.40
  • 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

8. South Carolina: Future Scholar 529 College Savings Plan (Direct-sold)

  • Performance score: 28.65
  • 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

7. Pennsylvania: Pennsylvania 529 Investment Plan

  • Performance score: 28.61
  • Available to Individuals at least 18 years old, UGMA/UTMA custodians, and trusts.
  • Program manager: Pennsylvania Treasury Department, with Ascensus College Savings as record-keeper and servicing agent, and Vanguard as investment manager.
  • Plan Details

6. Ohio: Ohio CollegeAdvantage Direct 529 Savings Plan

  • Performance score: 27.34
  • 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

5. Tennessee: TNStars College Savings 529 Program

  • Performance score: 26.25
  • 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

4. California: The ScholarShare College Savings Plan

  • Performance score: 25.85
  • 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

3. Michigan: Michigan Education Savings Program

  • Performance score: 24.04
  • 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

2. New York: New York’s 529 College Savings Program –Direct Plan

  • Performance score: 23.08
  • Available to U.S. citizens and resident aliens including minors, UGMA/UTMA custodians, and legal entities.
  • Program manager: Ascensus College Savings
  • Enroll Now

1. District of Columbia: DC 529 College Savings Program (Direct-sold)

  • Performance score: 21.47
  • Available to U.S. citizens and resident aliens of legal age, UGMA/UTMA custodians, and legal entities, however the account owner must be a District of Columbia resident at the time of enrollment or work for a firm with over 300 employees that has payroll deduction for the DC College Savings Plan.
  • Program manager: Calvert Investment Management, Inc.
  • Plan Details

*Three-year performance rankings as of 12/31/2016

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: 30.51
  • 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.
  • Plan Details

9. Louisiana: START Saving Program

  • Performance score: 29.40
  • 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

8. South Carolina: Future Scholar 529 College Savings Plan (Direct-sold)

  • Performance score: 28.65
  • 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

7. Pennsylvania: Pennsylvania 529 Investment Plan

  • Performance score: 28.61
  • Available to Individuals at least 18 years old, UGMA/UTMA custodians, and trusts.
  • Program manager: Pennsylvania Treasury Department, with Ascensus College Savings as record-keeper and servicing agent, and Vanguard as investment manager.
  • Plan Details

6. Ohio: Ohio CollegeAdvantage Direct 529 Savings Plan

  • Performance score: 27.34
  • 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

5. Tennessee: TNStars College Savings 529 Program

  • Performance score: 26.25
  • 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

4. California: The ScholarShare College Savings Plan

  • Performance score: 25.85
  • 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

3. Michigan: Michigan Education Savings Program

  • Performance score: 24.04
  • 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

2. New York: New York’s 529 College Savings Program –Direct Plan

  • Performance score: 23.08
  • Available to U.S. citizens and resident aliens including minors, UGMA/UTMA custodians, and legal entities.
  • Program manager: Ascensus College Savings
  • Enroll Now

1. District of Columbia: DC 529 College Savings Program (Direct-sold)

  • Performance score: 21.47
  • Available to U.S. citizens and resident aliens of legal age, UGMA/UTMA custodians, and legal entities, however the account owner must be a District of Columbia resident at the time of enrollment or work for a firm with over 300 employees that has payroll deduction for the DC College Savings Plan.
  • Program manager: Calvert Investment Management, Inc.
  • Plan Details
 

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