The Education Plan for Employers

Empower your employees to meet their educational savings goals with a 529 college savings plan.

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. Unlike other benefit programs, The Education Plan requires very little from HR while offering your employees the opportunity to save towards education goals for themselves and/or their loved ones on a regular basis through payroll direct deposit.

Increasing 529 plan participation significantly increases college attendance and graduation rates.* Plus, it reduces the burden of student debt and financial stress in the workplace that can lead to lower productivity and higher turnover. Employers can play a key role in strengthening their current and future workforce with one easy step.

  •  No cost to employer
  •  Potential tax benefits for you and your employees
  •  No fiduciary responsibility
  •  Easily enhance your benefits package
  •  Empower your employees and their loved ones  to further their education with less debt
  •  Gives you a competitive edge for recruitment & retention
  •  Matching contributions optional
*Center for Social Development, 2013, ”Small-Dollar Children’s
Savings Accounts, Income, and College Outcomes”

Ready to Get Started?

Get in touch if you’re interested in learning more or are
ready to add The Education Plan to your benefits package.

Adding The Education Plan as an
employee benefit is easy:

1

Employees can enroll online.

2

To make paycheck contributions, employees would complete the Payroll Direct Deposit form and submit to HR/benefits department.

3

Contact us using the form on this page to set up an on-site informational workshop or webinar for your employees and invite us to participate in annual benefits events.

4

Using the form on this page, get on the employer email list to receive important updates and periodic reminders about the Plan to share with your employees.

Trusted by Employers

Forms and Brochures for Employers

Employer Overview
Brochure

Benefits of saving for The
Education Plan's 529 direct
deposit option.

VIEW ONLINE

The Education Plan
Brochure

An introduction to The
Education Plan and
what it offers.

VIEW ONLINE

The Education Plan Employers
Flyer

Share the Education
Plan’s brochure easily in
a printable flyer format.

VIEW ONLINE

Folleto de El Plan de
Educacion

Conoce un poco mas de El
Plan de Educacion y que
puede ofrecerte.

LEE EN LINEA

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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.