Morgan Stanley National Advisory 529 Plan

The North Carolina State Education Assistance Authority (NCSEAA) contracts with Morgan Stanley Smith Barney LLC as the manager of The Morgan Stanley National Advisory 529 Plan. The plan is offered exclusively to clients participating in Morgan Stanley sponsored investment advisory programs. Account owners may invest in one of thirteen investment options comprising several MS 529 funds that invest in Morgan Stanley Pathway Funds. To find a financial advisor in your area, use the Directory of Financial Professionals.

  • Program type
    Savings
  • Inception
    2020
  • State agency
    North Carolina State Education Assistance Authority
  • Tax deduction
  • Program Manager
    Morgan Stanley Smith Barney LLC
  • Program distributor
    Morgan Stanley Smith Barney LLC

Eligibility

State residency requirements:

Who can be a participant/owner in the program?

Significant time or age restrictions imposed by the program:

Contributions

Maximum contributions:

Minimum contributions:

Investment Options

Age-based/Enrollment Year investment options:

View more age-based investment options

Static investment options:

View more static investment options

Underlying fund allocations:

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Fees & Expenses

Enrollment or application fee:

Account maintenance fee:

Program management fees:

Expenses of the underlying investments:

Total asset-based expense ratio:

Broker loads and commissions:

Taxes and other Benefits

  • Tax deduction for single filers
    None
  • Tax deduction for joint filers
    None

Note

North Carolina doesn't offer tax deductions

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?

Statutory protection of an account from creditors:

Distributions & Terminations

To whom are distributions made payable:

Account Changes

Policy regarding participant/owner changes:

Documents, Access & Reporting

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:

Contact

Website:

Telephone:

State News

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