529 PLANS

Compare by Features

Plan Does the sponsoring state exclude the value of an account for state financial aid purposes?
CollegeCounts 529 Fund
Alabama
No
CollegeCounts 529 Fund Advisor Plan
Alabama
No
Prepaid Affordable College Tuition (PACT) Program
Alabama
No
John Hancock Freedom 529
Alaska
No
T. Rowe Price College Savings Plan
Alaska
No
University of Alaska College Savings Plan
Alaska
No
Arizona Family College Savings Program
Arizona
Yes
Fidelity Arizona College Savings Plan
Arizona
Yes
Ivy InvestEd 529 Plan
Arizona
Yes
GIFT College Investing Plan
Arkansas
No
iShares 529 Plan
Arkansas
No
ScholarShare 529
California
No
Direct Portfolio College Savings Plan
Colorado
No
Scholars Choice College Savings Program
Colorado
No
Smart Choice College Savings Plan
Colorado
No
Stable Value Plus College Savings Program
Colorado
No
Connecticut Higher Education Trust (CHET)
Connecticut
No
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
No
Delaware College Investment Plan
Delaware
No
DC 529 College Savings Program (Advisor-sold)
District of Columbia
No
DC College Savings Plan
District of Columbia
No
Florida 529 Savings Plan
Florida
No
Florida Prepaid College Plan
Florida
No
Path2College 529 Plan
Georgia
Yes
Hawaii's College Savings Program
Hawaii
No
Idaho College Savings Program (IDeal)
Idaho
No
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
No
Bright Start Advisor-Sold College Savings Program
Illinois
No
Bright Start Direct-Sold College Savings Program
Illinois
No
College Illinois! 529 Prepaid Tuition Program
Illinois
No
CollegeChoice 529 Direct Savings Plan
Indiana
Yes
CollegeChoice Advisor 529 Savings Plan
Indiana
Yes
CollegeChoice CD 529 Savings Plan
Indiana
Yes
College Savings Iowa
Iowa
Yes
IAdvisor 529 Plan
Iowa
Yes
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
No
Learning Quest Advisor
Kansas
No
Schwab 529 College Savings Plan
Kansas
No
Kentucky Education Savings Plan Trust
Kentucky
Yes
Kentucky's Affordable Prepaid Tuition (KAPT)
Kentucky
Yes
START Saving Program
Louisiana
No.
NextGen College Investing Plan -- Client Direct Series
Maine
No
NextGen College Investing Plan -- Client Select Series
Maine
No
College Savings Plans of Maryland -- College Investment Plan
Maryland
No
College Savings Plans of Maryland -- Prepaid College Trust
Maryland
No
U.Fund College Investing Plan
Massachusetts
No
U.Plan
Massachusetts
No
Michigan Education Savings Program
Michigan
Yes
Michigan Education Trust
Michigan
Yes
Minnesota College Savings Plan
Minnesota
No
Mississippi Affordable College Savings (MACS) Program
Mississippi
Yes
Mississippi Prepaid Affordable College Tuition (MPACT) Program
Mississippi
Yes
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
Yes
Achieve Montana
Montana
No
Montana Family Education Savings Program -- Bank Plan
Montana
No
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Yes
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
Yes
State Farm College Savings Plan
Nebraska
Yes
TD Ameritrade 529 College Savings Plan
Nebraska
Yes
Nevada Prepaid Tuition Program
Nevada
Yes, the account is excluded for purposes of determining eligibility for a grant, scholarship, or work opportunity based on need and offered or administered by a state agency.
Putnam 529 for America
Nevada
No
SSGA Upromise 529 Plan
Nevada
No
The Vanguard 529 College Savings Plan
Nevada
No
USAA 529 College Savings Plan
Nevada
No
Fidelity Advisor 529 Plan
New Hampshire
No
UNIQUE College Investing Plan
New Hampshire
No
Franklin Templeton 529 College Savings Plan
New Jersey
Yes, by state regulation.
NJBEST 529 College Savings Plan
New Jersey
Yes, by state regulation.
Scholar's Edge
New Mexico
Yes
The Education Plan's College Savings Program
New Mexico
Yes
New York's 529 Advisor-Guided College Savings Plan
New York
Yes
New York's 529 College Savings Program -- Direct Plan
New York
Yes
National College Savings Program
North Carolina
No
College SAVE (Advisor)
North Dakota
No
College SAVE (Direct)
North Dakota
No
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
No
CollegeAdvantage Guaranteed 529 Savings Plan
Ohio
No
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
No
Oklahoma College Savings Plan
Oklahoma
Effective November 1, 2008, money in an Oklahoma 529 plan account is no longer considered in calculating eligibility for TANF, Food Stamps or the Low Income Home Energy Assistance Program (LIHEAP).
Oklahoma Dream 529 Plan
Oklahoma
Effective November 1, 2008, money in an Oklahoma 529 plan account is no longer considered in calculating eligibility for TANF, Food Stamps or the Low Income Home Energy Assistance Program (LIHEAP).
MFS 529 Savings Plan
Oregon
No
Oregon College Savings Plan
Oregon
No
Private College 529 Plan
Other
Not applicable. Not a state-sponsored program
Pennsylvania 529 Guaranteed Savings Plan
Pennsylvania
Yes
Pennsylvania 529 Investment Plan
Pennsylvania
Yes
CollegeBound 529 (Advisor-sold)
Rhode Island
Yes
CollegeBound Saver (Direct-sold)
Rhode Island
Yes
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
No
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
No
South Carolina Tuition Prepayment Program
South Carolina
No
CollegeAccess 529 (Advisor-sold)
South Dakota
No
CollegeAccess 529 (Direct-sold)
South Dakota
No
Tennessee's BEST Prepaid College Tuition Plan
Tennessee
No
TNStars College Savings 529 Program
Tennessee
No
Lonestar 529 Plan
Texas
Yes
Texas College Savings Plan
Texas
Yes
Texas Guaranteed Tuition Plan
Texas
Yes
Texas Tuition Promise Fund
Texas
Yes
Utah Educational Savings Plan (UESP)
Utah
No
Vermont Higher Education Investment Plan
Vermont
No, however the account is treated as an asset of the student's parent and not as an asset of the beneficiary
CollegeAmerica
Virginia
No
Invest529
Virginia
No
Prepaid529
Virginia
Yes
Guaranteed Education Tuition (GET)
Washington
Yes, Washington considers current income for state financial aid purposes (all assets, including 529 accounts, are excluded from consideration).
SMART529 Prepaid Tuition Plan
West Virginia
Yes
SMART529 Select
West Virginia
Yes
SMART529 WV Direct College Savings Plan
West Virginia
Yes
The Hartford SMART529
West Virginia
Yes
Edvest
Wisconsin
Yes
Tomorrow's Scholar 529 Plan
Wisconsin
Yes
 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close