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Subscriptions Side By Side

Website Content

  Free Premium Service
529 tutorial Yes Yes
Articles Yes Yes
Your state's plan Yes Yes
Compare 529 plans Yes Yes
529 asset allocation study Yes Yes
5-Cap Ratings Yes Yes
Enroll in a 529 plan Yes Yes
Help desk No Yes
Is your institution 529 eligible? Yes Yes
Message board Yes Yes
Financial aid Yes Yes
529 news Yes Yes
Scholarships Yes Yes
529 Superfunding Calculator No Yes
529 Superfunding Calculator No Yes
529 performance rankings No Yes
529 plan composite rankings No Yes
529 asset allocation category rankings No Yes
Portfolio fee & performance lookup No Yes
Quarterly webinars No Yes
Continuing education Yes Yes
Technical resources library No Yes
Practice building resources No Yes
Gift tax center No Yes
Income tax center No Yes
529 pro update No Yes

Plan Details

General Free Premium Service
Summary: Yes Yes
Program type: Yes Yes
How to enroll: Yes Yes
Initial year of operation: Yes Yes
State agency(ies): Yes Yes
Enrollment period: Yes Yes
Program manager: Yes Yes
Program distributor: Yes Yes
Manager contract term: No Yes
Eligibility Free Premium Service
State residency requirements: Yes Yes
Who can be a participant/owner in the program? Yes Yes
Significant time or age restrictions imposed by the program: Yes Yes
Contributions Free Premium Service
Maximum contributions: Yes Yes
Minimum contributions: Yes Yes
Investment Options Free Premium Service
Age-based investment options: Yes Yes
Static investment options: Yes Yes
Underlying investments: Yes Yes
Underlying fund allocations: No Yes
Investment performance link: No Yes
Portfolio Fees & Performance Lookup No Yes
Contractual Features Free Premium Service
Current value of one unit: Yes Yes
Contract prices: Yes Yes
Current unit price: Yes Yes
Available tuition packages: Yes Yes
Benefits for beneficiary attending private or out-of-state institution: Yes Yes
Contract payment options: Yes Yes
Are program benefits backed by the full faith and credit of the state? Yes Yes
Are program benefits collateralized or guaranteed in any other way? Yes Yes
Fees & Expenses Free Premium Service
Enrollment or application fee: Yes Yes
Account maintenance fee: Yes Yes
Program management fees: Yes Yes
Expenses of the underlying investments: Yes Yes
Total asset-based expense ratio: Yes Yes
Broker loads and commissions: No Yes
Breakpoint pricing: No Yes
Does breakpoint pricing include non-529 assets under rights of accumulation policies No Yes
Taxes and other Benefits Free Premium Service
Program match on contributions: Yes Yes
State tax deduction or credit for contributions: Yes Yes
Value of in-state tax benefits: No Yes
State tax recapture provisions: Yes Yes
State tax treatment of qualified distributions: Yes Yes
State tax treatment of rollovers: Yes Yes
Does the sponsoring state exclude the value of an account for state financial aid purposes? Yes Yes
Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions? Yes Yes
Does the program have a formal agreement with a rewards program or outside scholarship program? Yes Yes
Statutory protection of an account from creditors: No Yes
Distributions & Terminations Free Premium Service
To whom are distributions made payable: Yes Yes
Account Changes Free Premium Service
Policy regarding participant/owner changes: Yes Yes
Documents, Access & Reporting Free Premium Service
Does participant have online password-protected access to account? Yes Yes
Can the complete enrollment process including funding be done online? Yes Yes
Documents and other services accessible or downloadable on the program's public Web site: No Yes
Contact Free Premium Service
Web site: Yes Yes
Telephone: Yes Yes
Telephone for broker use: No Yes
Twitter Yes Yes
Facebook Yes Yes

Questions? Contact us contact us via e-mail or call 800-400-9113.