Montana 529 College Savings Plans

Achieve Montana is a direct-sold plan managed by Ascensus College Savings, and offers year-of-enrollment, static and individual investment options using Vanguard, DFA, iShares, and Schwab funds and an FDIC-insured savings option. The Montana Family Education Savings Program (Bank Plan) was closed to new investors in July 2015.

More information on the Montana 529 plans is provided in the following links.

Montana 529 Tax Benefit

Consumer Plans

The Montana Family Education Savings Program -- Investment Plan was renamed Achieve Montana with a new suite of investments added in October 2015. Ascensus College Savings continues to serve as program manager for this direct-sold plan. The plan features a year-of-enrollment option, five asset allocation portfolios and three individual fund portfolios including the Capital Preservation Portfolio invested in the New York Life Guaranteed Investment Account. Underlying funds are from Vanguard, DFA, iShares and Schwab. Accounts can be linked to the Upromise rewards service....


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ABLE plans

The Montana ABLE Program is offered through the National ABLE Alliance. The program is created under the Montana Achieving a Better Life Experience Act to authorize the establishment of savings accounts empowering individuals with a disability and their families to save private funds to support the individual with a disability and to provide guidelines for the maintenance of such accounts....