Maine 529 College Savings Plans
The NextGen 529 is managed by Merrill Lynch for the state of Maine. The direct sold version of the 529 plan, the Client Direct Series, is available through Merrill Edge and currently offers 10 investment options through BlackRock (including iShares). The advisor-sold plan, the Client Select Series, currently offers 36 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.
The Maine NextGen 529 -- Client Direct Series is available through Merrill Edge. 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....
Advisor Sold Plans
The Maine NextGen 529 -- Client Select Series advisor-sold 529 plan consists of age-based, static multi-fund, and individual-fund options from a number of money managers: American Century, BlackRock, Franklin Templeton, iShares, Lord Abbett, MainStay, MFS and Neuberger Berman. In addition, the Principal Plus Portfolio and NextGen Savings Portfolio are offered. For complete details, see a Merrill Advisor or, for Maine residents, a participating Maine Distribution Agent....