Teppie is here to help families learn about saving for future education expenses with a 529 plan with The Education Plan. Teppie’s an enthusiastic learner and student who has big dreams for the future. Explore more below and get to know Teppie.

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Teppie loves helping families learn about saving. Teppie’s here to help kids and families understand how to save more for the future.

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Teppie Answers Your 529 Biggest Questions

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Frequently Asked Questions of Teppie

Q: How does a 529 plan impact financial aid?

A: A 529 plan typically has a minimal effect on financial aid, but it varies by situation. Federal financial aid is a needs-based award and is determined by the cost of attendance (the total amount school will cost for one year) and the expected family contribution (based upon the income and assets of both the parents and the student).

Q: Should I use student loans or a 529 plan?

A: Many students and their families use student loans. But saving using a 529 plan can help students finance a debt-free education. Student loans need to be paid back, while 529 plans offer the opportunity to save as little or as much as you like.

Q: How do I withdraw money from the 529 plan?

A: To make a withdrawal from your account with The Education Plan, download our withdrawal request form or contact us at 1-877-337-5268, Monday through Friday, 8:00 a.m.– 7:00 p.m. MT.

Q: How much money should I save for college?

A: The cost of college continues to rise, including tuition, housing, food and supplies, so it’s important to begin saving as soon as possible. It’s never too early or too late to start.

What is STEAM?

STEAM is an approach to education that uses science, technology, engineering, the arts and mathematics to help guide student learning and develop critical thinking. It’s designed to spark a love of learning and develop a lifelong interest in science and the arts in children.

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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.