General Information

IAble Plan logo

IAble Plan

IABLE is offered through the National ABLE Alliance. The program is sponsored and administered by Michael L. Fitzgerald, Treasurer of the State of Iowa. IAble is part of the Iowa Able Savings Plan Trust, which was created under the state legislation in 2015. IAble, established as an investing vehicle to encourage and make possible savings to secure funding for disability-related expenses on behalf of individuals with disabilities, is designed to qualify for treatment as a qualified ABLE program under Section 529A and any regulations and other guidance issued thereunder.


  • Program typeABLE Savings plan
  • Investment Manager
    Underlying mutual funds and ETFs managed by BlackRock, Schwab, and Vanguard. Sallie Mae Bank provides the high yield savings account.
  • Inception2017
  • State agency
    Treasurer of State of Iowa as Trustee of the Iowa ABLE Savings Plan Trust
  • Program Manager
    Ascensus

Investors in IAble Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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.

PortfolioE.R.x% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
Sorry. No investment options found with an expense ratio lower than 2.5%

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%