529 News

Ivy InvestEd 529 Plan reduces costs and improves investment options

(September 18, 2017) - Effective September 18, 2017, Ivy Investments made enhancements to the InvestEd 529 Plan, offered through the state of Arizona, to provide financial advisors with a more competitive and cost-effective college savings product they can offer clients. The Plans sales charges have been lowered from 5.75% to 2.5%, and minimum initial investments have been reduced to $250 (or $150 with automated investments) from $750. Three age-based portfolio options, as well as five passively managed index funds have also been added to the plan.

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