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COLLEGE SAVINGS 101
NEW! Summary PDF reports for 529 plans
http://www.savingforcollege.com/articles/new-summary-pdf-reports-for-529-plans-1052
Posted: 2017-04-20
Here at Savingforcollege.com we’re always working to bring you better, more relevant services for your college savings business. Oftentimes you just need a summary of a 529 plan to go over the basics with partners, clients, family members, or other college savings stakeholders. To that end, we are pleased to introduce the new PDF Reports, which summarize the most important aspects of a 529 plan at a high level.
Where can I get it?
On the top-right of the Plan Details and Investment Options pages you will see a link to access the PDF Report tool, which is only available to Premium Subscribers (if you don't have a subscription you can sign up here). Click the PDF Report link and select the appropriate portfolio type and share class for your plan. A report will be generated for the respective plan and you can choose to either download to a designated location or open in your default pdf viewer.
What’s in the report?
In the report you’ll find a plan summary, 5-cap ratings, and information on investment options, taxes, contributions, fees & expenses, plan contact information, and performance for the underlying portfolios. These will serve as a great place to start a conversation that hits on the most important topics that need to be addressed when selecting a plan.
We at Savingforcollege.com hope you find these reports useful! If you have any questions or feedback, don’t hesitate to contact us.
Here at Savingforcollege.com we’re always working to bring you better, more relevant services for your college savings business. Oftentimes you just need a summary of a 529 plan to go over the basics with partners, clients, family members, or other college savings stakeholders. To that end, we are pleased to introduce the new PDF Reports, which summarize the most important aspects of a 529 plan at a high level.
Where can I get it?
On the top-right of the Plan Details and Investment Options pages you will see a link to access the PDF Report tool, which is only available to Premium Subscribers (if you don't have a subscription you can sign up here). Click the PDF Report link and select the appropriate portfolio type and share class for your plan. A report will be generated for the respective plan and you can choose to either download to a designated location or open in your default pdf viewer.
What’s in the report?
In the report you’ll find a plan summary, 5-cap ratings, and information on investment options, taxes, contributions, fees & expenses, plan contact information, and performance for the underlying portfolios. These will serve as a great place to start a conversation that hits on the most important topics that need to be addressed when selecting a plan.
We at Savingforcollege.com hope you find these reports useful! If you have any questions or feedback, don’t hesitate to contact us.
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Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
State | Plan Name | |
---|---|---|
1 | Nevada | USAA 529 Education Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
State | Plan Name | |
---|---|---|
1 | South Dakota | CollegeAccess 529 (Direct-sold) |
2 | Wisconsin | Edvest 529 |
3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
State | Plan Name | |
---|---|---|
1 | Indiana | CollegeChoice 529 Direct Savings Plan |
2 | Florida | Florida 529 Savings Plan |
3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
State | Plan Name | |
---|---|---|
1 | West Virginia | SMART529 WV Direct College Savings Plan |
2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |