Hawai'i ABLE

Hawai'i has partnered with the State of Oregon and their ABLE for ALL Savings Plan. The National Program ABLE for ALL Savings Plan is available without regard to the beneficiary's state of residence. The Hawai'i ABLE Savings Program is a participant in the National Program.

  • Program type
    ABLE Savings plan
  • Investment Manager
    Sellwood Consulting
  • Inception
  • State agency
    Hawai'i Department of Budget and Finance - Director of Finance
  • Program Manager

Investment Options

Investors in Hawai'i ABLE can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

No investment options found within this category.
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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