Maine 529 College Savings Plans

The NextGen 529 is managed by Sumday Administration, LLC for the state of Maine. BlackRock Investments is the program distributor for both the direct sold and advisor-sold version of 529 plan. The Client Direct Series, offers 10 investment options through BlackRock (including iShares). The advisor-sold plan, the Client Select Series, currently offers 37 investment options through multiple fund families. Each plan features age-based portfolios.

Details on each Maine 529 plan can be found by selecting the links below.

Maine 529 Tax Benefit

Consumer Plans

The Maine NextGen 529 -- Client Direct Series is managed by Sumday Administration, LLC and distributed by BlackRock Investments, LLC. The plan utilizes BlackRock (including iShares ETFs) funds in its age-based and static options. In addition, the Principal Plus Portfolio and the NextGen Savings Portfolio are available....

Resident

4.5 / 5

Non-Resident

4.5 / 5
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Advisor Sold Plans

The Maine NextGen 529 -- Client Select Series advisor-sold 529 is managed by Sumday Administration, LLC and distributed by BlackRock Investments, LLC.. The plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS and Neuberger Berman. In addition, the Principal Plus Portfolio and NextGen Savings Portfolio are offered....

Resident

4.5 / 5

Non-Resident

4 / 5