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Best performing 529 plans
Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance. Learn more...
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- 529 Performance Rankings
Access rankings by asset allocation or on a composite basis to view best-to-worst quarterly performance results for both direct-sold and advisor-sold 529 plans. - Gift Tax Center
View specific information and examples relating to gift tax reporting requirements as they relate to 529 plan contributions. - Income Tax Center
View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.
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Professional Newsletter
| 529 Pro Update |
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This twice monthly newsletter is essential for financial professionals who want to stay up-to-date on the latest strategies and industry news. 
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529 News
- 05/07: State Farm agents will no longer service or sell interests in the NE State Farm College Savings Plan
- 04/04: Upcoming changes to the PA 529 Investment Plan include increased international exposure
- 04/03: The Kentucky Higher Education Assistance Authority issues RFP for investment manager
- 03/05: South Carolina extends contract with Columbia Management to manage the state’s 529 program
- 02/21: Oregon's direct-sold plan selects new program manager, among other enhancements
You can also view all federal, industry, state, or plan news.
