Nebraska Education Savings Trust -- Advisor College Savings Plan changed program managers in December 2010 from Union Bank and Trust Company of Lincoln, Nebraska to First National Bank of Omaha. Plan management returned to Union Bank and Trust Company in 2020. Accounts can be linked to the Upromise rewards service. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2001, but substantially changed December 2010 and December 2020
- State agencyNebraska State Treasurer and Nebraska Investment Council
- Tax deduction
- Program ManagerUnion Bank and Trust Company
- Program distributorNorthern Trust Securities, Inc
Investment Options
Investors in Nebraska Education Savings Trust -- Advisor College Savings Plan can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
| Portfolio | E.R. | %Â Equity | 1YR Performance |
|---|---|---|---|
| Age-Based Aggressive 0-2 | 0.65% | 100% | 22.53% |
| Age-Based Aggressive 11-12 | 0.64% | 60% | 15.85% |
| Age-Based Aggressive 13-14 | 0.63% | 50% | 14.25% |
| Age-Based Aggressive 15-16 | 0.61% | 40% | 12.28% |
| Age-Based Aggressive 17-18 | 0.59% | 30% | 10.73% |
| Age-Based Aggressive 19+ | 0.58% | 20% | 8.84% |
| Age-Based Aggressive 3-5 | 0.65% | 90% | 20.92% |
| Age-Based Aggressive 6-8 | 0.65% | 80% | 19.39% |
| Age-Based Aggressive 9-10 | 0.65% | 70% | 17.52% |
| Age-Based Moderate 0-2 | 0.65% | 90% | 20.95% |
| Age-Based Moderate 11-12 | 0.63% | 50% | 14.25% |
| Age-Based Moderate 13-14 | 0.61% | 40% | 12.36% |
| Age-Based Moderate 15-16 | 0.59% | 30% | 10.69% |
| Age-Based Moderate 17-18 | 0.58% | 20% | 8.8% |
| Age-Based Moderate 19+ | 0.56% | 10% | 7.01% |
| Age-Based Moderate 3-5 | 0.65% | 80% | 19.44% |
| Age-Based Moderate 6-8 | 0.65% | 70% | 17.59% |
| Age-Based Moderate 9-10 | 0.64% | 60% | 15.74% |
| Age-Based Conservative 0-2 | 0.46% | 70% | 17.36% |
| Age-Based Conservative 11-12 | 0.46% | 30% | 10.13% |
| Age-Based Conservative 13-14 | 0.47% | 20% | 8.28% |
| Age-Based Conservative 15-16 | 0.48% | 10% | 6.44% |
| Age-Based Conservative 17-18 | 0.25% | 0% | 4.8% |
| Age-Based Conservative 19+ | 0.29% | 0% | 4.89% |
| Age-Based Conservative 3-5 | 0.46% | 60% | 15.01% |
| Age-Based Conservative 6-8 | 0.46% | 50% | 13.45% |
| Age-Based Conservative 9-10 | 0.46% | 40% | 11.57% |
