Oregon 529 College Savings Plans

Sumday Administration, LLC manages Oregon’s direct-sold 529 college savings plan, which utilizes several different fund managers. The MFS 529 Savings Plan is an advisor-sold savings program and features a 529 share class of MFS mutual funds.

More information on each Oregon 529 plan can be viewed by clicking on the following links.

Oregon 529 Tax Benefit
  • Tax deduction for single filers$2,375/yr
  • Tax deduction for joint filers$4,750/yr

Consumer Plans

Oregon College Savings Plan

Sumday Administration, LLC succeeded TIAA-CREF as program manager of the Oregon College Savings Plan on September 10, 2018. The plan features enrollment-based and static portfolio options utilizing mutual funds from a variety of fund families and an FDIC-Insured Option....

  • Resident Rating
  • Non-Resident Rating

Advisor Sold Plans

MFS 529 Savings Plan

Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features age-based and static portfolio options utilizing MFS mutual funds.

  • Resident Rating
  • Non-Resident Rating

ABLE plans

Oregon ABLE Savings Plan

The Oregon ABLE Savings Plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The Plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances....

ABLEforAll

The ABLEforAll plan is established pursuant to the ABLE Act and sections 178.300 to 178.380 of the Oregon Revised Statutes, as amended (the "Oregon Act"). The plan is designed to be a "qualified ABLE program", which status permits a beneficiary of an ABLE Account established under the plan to make tax-free withdrawals to pay for qualified disability expenses under certain circumstances....

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