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Compare 529 Plans by Features
Plan
Initial year of operation
2000, but substantially changed in July 2007 and again in July 2017.
2001; program manager change in 2017
1999, but substantially changed in June 2006
2001, but substantially changed December 2010 and December 2020
2001, but substantially changed December 2010 and December 2020
1998, but substantially changed in November 2003
North Dakota
2001 but substantially changed in November 2006; Advisor class units added in 2017
Texas
2002, but substantially changed in November 2007. Orion replaced Oppenheimer as program manager in September 2014.
2002, but substantially changed in November 2007. Orion replaced Oppenheimer as plan manager in September 2014.