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CollegeAccess 529 (Advisor-sold)

The South Dakota CollegeAccess 529 advisor-sold only plan offers age-based, static asset allocation, and individual fund portfolio options utilizing a large array of investment managers including Virtus Fund Advisers, American Funds, DFA, Dodge & Cox, Metropolitan West, Parametric, PIMCO and TIAA-CREF. To find a financial advisor in your area, use the Directory of Financial Professionals.

  • Program type
    Savings
  • Inception
    2002
  • State agency
    South Dakota Investment Council
  • Tax deduction
  • Program Manager
    VP Distributors LLC
  • Program distributor
    VP Distributors 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:

Does the program offer an e-gifting platform for receiving gift 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:

Portfolio Fees & Performance Lookup

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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:

Breakpoint pricing:

Does breakpoint pricing include non-529 assets under rights of accumulation policies

Taxes and other Benefits

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

Note

South Dakota doesn't offer tax deductions

Program match on contributions:

State tax deduction or credit for contributions:

State definition of qualified expenses

State tax treatment of qualified distributions:

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?

Upromise Helps Families Save for College

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:

Telephone for broker use:

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