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Introducing The Education Plan Learning Center

 
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When it comes to saving for college, it all starts with a plan. In order to put together a plan, you need information: about saving, about how 529s and other college savings vehicles work, about how other people like you are saving successfully. And you need a little inspiration and motivation along the way, too.

That’s why we created The Education Plan 529 Learning Center. It’s your single stop for learning about saving for college and reaching your financial goals. From quick videos to long-form articles, infographics and webinars, we’re here to help you save.

Let us show you around, and make sure to bookmark this page to return to when you need advice or a little push toward saving.

529 Glossary of Terms

Struggling to tell the difference between a qualified expense and a qualified distribution? Or between an index fund and a bond fund? We’re here for you with the 529 glossary of terms. Use it to help you navigate the jargon-laden wildlands of financial investing.

Helpful Videos

From quick answers to common questions to more extensive videos on complex saving and investing topics, the Learning Center’s video library is full of useful information. To get started, check out these top videos.

Frequently Asked Questions

If you have a question, someone else probably does too. That’s why we’ve collected the answers to the most frequently asked questions our plan holders have in one place.

Timely Articles

The Learning Center features new articles every month that can help you meet your financial goals. Check out one of our latest articles on financial planning in 2022. And stay tuned for more.

 

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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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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.