Explore Your 529 Plan Investment Options
We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.
Select your investment approach:
KEEP IT SIMPLE
This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments assuming enrollment at age 18* that automatically changes to match the shortening time horizon and appropriate risk levels.
* Depending on your beneficiary's intended enrollment year, you may want to consider a different investment strategy.
SHOW ME OPTIONS
This "do-it-yourself" approach* allows you to choose any combination of portfolios available in the plan equaling 100%. Portfolios include Year of Enrollment, Static and Active Allocation, and Individual funds.
* Generally, this approach is for experienced investors who are comfortable selecting their own investment strategy or for those who may have different investment objectives.
Ready to get started? Opening an account is easy and only takes about 15 minutes!
You'll need the following for yourself and the beneficiary you're enrolling: