Pennsylvania 529 Investment Plan

Fee Score

Performance

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8,890 Clicked to Enroll

Pennsylvania 529 Investment Plan

enroll now
8,890 Clicked to Enroll

Pennsylvania's 529 Investment Plan is available to residents of any state, and offers 26 Vanguard investment options, including a socially responsible equity portfolio. Pennsylvania residents may enjoy a state tax deduction for contributions to the plan.

Fee Score

4.5 / 5

Performance

3 / 5
  • Program type
    Savings
  • Inception
    2002, but substantially changed in November 2006
  • State agency
    Pennsylvania Treasury Department
  • Tax deduction
  • Program Manager
    Pennsylvania Treasury Department, with Ascensus College Savings as record-keeper and servicing agent, and Vanguard as investment manager.
  • Program distributor
    Pennsylvania Treasury Department

Investment Options

Investors in Pennsylvania 529 Investment Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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