The Education Plan's
Video Library

Saving for education doesn’t have to be complicated. Watch quick, easy-to-follow videos that explain how 529 plans work and how they can help you plan with confidence.

Why I Save for College - Del

Hear Del's personal story and the moment that motivated him to start saving for his child's education — and why The Education Plan made it easy to take that first step.

Why I Save for College - Heather

Hear Heather's personal story and the moment that motivated her to start saving for her child's education — and why The Education Plan made it easy to take that first step.

Why I Save for College - Jamie

Hear Jamie's personal story and the moment that motivated him to start saving for his child's education — and why The Education Plan made it easy to take that first step.

Understanding the True Cost of College

Tuition is just the beginning. Get a realistic look at what college actually costs today and how starting a 529 with The Education Plan can help your family stay ahead of it.

Everything You Need to Know About the Education Plan

Whether you're just starting out or ready to grow your savings, this overview covers everything The Education Plan offers, from tax advantages to flexible investment options for any goal.

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The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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VIEW LEGAL DISCLOSURE

For more information about The Education Plan, call 1.877.337.5268 or view the Plan Description and Participation Agreement PDF (opens in new tab), which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You also should consult a financial, tax, or other advisor to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The Education Plan is administered by The Education Trust Board of New Mexico. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates, have overall responsibility for the day-today operations, including investment advisory, recordkeeping and administrative services. The Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded funds; and/or (iii) a funding agreement issued by New York Life. Investments in The Education Plan are not insured by the FDIC. Units of the portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the portfolios you choose. You could lose all or a portion of your money by investing in The Education Plan depending on market conditions. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.