Learning Quest Advisor

State residency requirements:

Who can be a participant/owner in the program?

Significant time or age restrictions imposed by the program:

Maximum contributions:

Minimum contributions:

Does the program offer an e-gifting platform for receiving gift contributions?

Age-based/Enrollment Year investment options:

Static investment options:

Underlying investments:

Underlying fund allocations:

Portfolio Fees & Performance Lookup

Enrollment or application fee:

Account maintenance fee:

Program management fees:

Expenses of the underlying investments:

Total asset-based expense ratio:

Broker loads and commissions:

Breakpoint pricing:

Does breakpoint pricing include non-529 assets under rights of accumulation policies

Program match on contributions:

State tax deduction or credit for contributions:

State tax recapture provisions:

State definition of qualified expenses

State tax treatment of qualified distributions:

State tax treatment of rollovers:

Does the sponsoring state exclude the value of an account for state financial aid purposes?

Does participation in the program provide beneficiaries with any advantages in qualifying for resident tuition status at state institutions?

Is there a rewards program or outside scholarship program that works with this program?

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Statutory protection of an account from creditors:

To whom are distributions made payable:

Policy regarding participant/owner changes:

Does participant have online password-protected access to account?

Can the complete enrollment process including funding be done online?

Documents and other services accessible or downloadable on the program's public Web site:

Website:

Telephone:

Telephone for broker use:

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