Helping You Reach
Your Education Savings Goals

The Education Plan offers families a simple tax- advantaged way to save for future education expenses.

Add The Education Plan
To Your Employee Benefits Package

Adding The Education Plan to your employee benefits package is an easy, no-cost, hassle-free way for you to support the financial wellbeing of your employees and your company’s bottom line.

Manage Your Clients'
529 Savings Accounts

By encouraging clients to invest with The Education Plan, you can show them your commitment to building a thoughtful education investment portfolio.

529 WITHDRAWALS

August is typically the month when students begin returning to college, or attending for the first time. For many, that means bills to pay. Fortunately, if you have a 529 education savings account, those bills won’t be so hard to stomach: you’ll have funds to draw on from years of investing for this very reason. Here are guidelines for making a withdrawal from your 529 account with The Education Plan®.

Read More
529 Withdrawals

EVERYTHING YOU NEED TO KNOW ABOUT THE EDUCATION PLAN

Discover how a 529 college savings plan can help your family save more for higher education in this short video.

LEARNING CENTER

Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center
offers families tips on saving for college, strategies for maximizing your account
and much more.

Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center offers families tips on saving for college, strategies for maximizing your account and much more.

VISIT THE 529 LEARNING CENTER

WHO IS THE EDUCATION PLAN FOR:

FOR FAMILIES

The Education Plan makes it
easy for families to save more
for educational expenses.

 

• Tax-advantages
• Covers many expenses
• Anyone can open an account
• Only $1 minimum contribution
 
OPEN AN ACCOUNT

FOR EMPLOYERS

Adding The Education Plan to
your benefits package is a no-
cost way to support employees.

 

• No cost to employer
• Potential tax benefits
• Easily enhance benefits package
• No fiduciary responsibility
LEARN THE BENEFITS

FOR FINANCIAL PROFESSIONALS

Help clients build a thoughtful
educational investment portfolio
with The Education Plan.

 

• An ideal wealth-planning tool
• Broad investment portfolio
• Robust gifting options
• Competitive pricing and fees
 
LEARN THE BENEFITS

WHO IS THE EDUCATION PLAN FOR:

FOR FAMILIES

OPEN AN ACCOUNT

FOR FINANCIAL PROFESSIONALS

LEARN THE BENEFITS

FOR EMPLOYERS

LEARN THE BENEFITS

QUESTIONS?

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1-877-337-5268
Monday to Friday
8 a.m. to 7 p.m. MT

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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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Phone: 1-877-337-5268
We're available Monday to Friday 8 a.m. to 7 p.m. MT

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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, 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.

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

All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.