TAX SEASON BRINGS NEW OPPORTUNITIES FOR FUTURE PLANNING
With tax season in full swing, The Education Plan® offers an easy investment option for tax-advantaged savings. The funds in a 529 college savings plan can be used to pay for a loved one’s higher education expenses or your own.Read More
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.
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
RECENT 529 NEWS
WHO IS THE EDUCATION PLAN FOR:
The Education Plan makes it
easy for families to save more
for educational expenses.
• Covers many expenses
• Anyone can open an account
• Only $1 minimum contribution
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
FOR FINANCIAL PROFESSIONALS
Help clients build a thoughtful
educational investment portfolio
with The Education Plan.