Press Releases

Stay informed with official announcements, program updates, and important organizational news. This page features our latest press releases and public statements.

Apr - 2021 Release

The Education Plan®’s New App Allows for Easier 529 Planning

Planning and saving for college is now easier than ever with The Education Plan®’s new app—READYSAVE TM 529. It can be utilized to track progress with The Education Plan®—New Mexico’s 529 college savings plan. The app allows account owners to check balances, transactions and investments, as well as make contributions and track progress versus their peers

Feb - 2021 Release

Tax Season Brings New Opportunities for Future Planning

With tax season in full swing and Tax Day coming up on April 15th, The Education Plan®—New Mexico’s 529 college savings plan—offers an easy investment option for tax-advantaged savings. 529 college savings plans can be used to pay for a loved one’s higher education expenses or your own.

Feb - 2021 Release

Celebrate The New Baby by Building a Foundation for Success

Welcoming a new baby into the family is one of the most exciting times in a parent’s life. It’s also a time filled with planning, new concerns, and looking to the future. While new parents may not be considering the future college or career choices of their newborn, starting a 529 college savings account early in the child’s life can be one of the most beneficial planning decisions a parent can make.

Jan - 2021 Release

The Education Plan® Provides No-Cost Benefit to Employees, Boosts Employee Morale and Appreciation

For many businesses, the past year has proven challenging, and while many are looking for ways to show their appreciation and dedication to their employees, most budgets are tight. However, New Mexico businesses have the option to add a meaningful employee benefit at no extra cost by offering the state’s 529 college savings plan – The Education Plan®.

Jan - 2021 Release

Able to Save Your $600 CARES Act Money? A 529 College Savings Plan Could Be The Perfect Investment

2020 was a volatile year for everyone. The end of the year news that most Americans will receive a $600 CARES Act check was great news. If you are in the position to not need that money to pay for household expenses or debt, investing in a 529 college savings plan might make sense. When it comes to saving for higher education expenses, it’s hard to beat the tax benefits and flexibility of The Education Plan® –New Mexico’s 529 College Savings Plan.

Jan - 2021 Release

2021 Brings New Beginnings, New Opportunities

2020 has been a challenging and unpredictable year for nearly everyone. With the New Year just ahead, many of us are looking forward to a better 2021 and beyond.

Dec - 2020 Release

New Mexico 529 Plan Offers Year-End Tax Planning Opportunity

As the end of the year rapidly approaches, The Education Plan®, New Mexico’s 529 college savings plan, reminds New Mexico taxpayers that contributions to the plan must be made by December 31, 2020 to be tax-deductible on state income tax returns for the 2020 tax year.

Nov - 2020 Release

The Education Plan® Can Help with Education Spending, the No. 1 Financial Disruptor Among Americans

For many people, education expenses are having a profound impact on long-range financial planning. According to a survey conducted by The Harris Poll on behalf of TD Ameritrade, education spending ranked as the No. 1 financial disruptor among Americans. The Education Plan®, a 529 college savings plan, can help reduce the strain of higher education expenses by helping families save money for college, so there’s less need for student loans.

Nov - 2020 Release

End of the Year Brings Tax Financial Planning Opportunities

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Nov - 2020 Release

Give a Life-Changing Gift This Holiday Season with The Education Plan®

The holiday season offers an opportunity to give a unique gift that will have a lasting, positive impact on the lives of your loved ones. Consider opening an account or making a gift contribution to an existing account with The Education Plan®—New Mexico’s 529 college savings plan.

Sep - 2020 Release

Education Trust Board of NM Hires Annette Paez

The Education Trust Board of New Mexico, the organization that oversees the New Mexico 529 college savings program has hired Annette Paez as Outreach Coordinator. She will be responsible for community outreach to employers, community organizations and the public.

Apr - 2020 Release

The Education Plan® Named A Top 529 College Savings Plan in New Mexico

The Education Plan®—New Mexico’s 529 college savings plan—has received national recognition as one of the top plans in the country. Receiving a perfect score (5/5) for residents and a near perfect score (4.5/5) for non-residents on the SavingForCollege.com list of Top-rated Direct-sold 529 plans, The Education Plan® received this designation based on its “performance, costs, features and reliability.”

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Now there's an even easier way to access and manage your account
with The Education Plan: the Ready Save 529 mobile app.

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

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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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View the Plan Description and Participation Agreement (PDF opens in new tab)

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 PDF (opens in new tab), 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.

Press Releases

The Education Plan®’s New App Allows for Easier 529 Planning

Tax Season Brings New Opportunities for Future Planning

Celebrate The New Baby by Building a Foundation for Success

The Education Plan® Provides No-Cost Benefit to Employees, Boosts Employee Morale and Appreciation

Able to Save Your $600 CARES Act Money? A 529 College Savings Plan Could Be The Perfect Investment

2021 Brings New Beginnings, New Opportunities

New Mexico 529 Plan Offers Year-End Tax Planning Opportunity

The Education Plan® Can Help with Education Spending, the No. 1 Financial Disruptor Among Americans

End of the Year Brings Tax Financial Planning Opportunities

Give a Life-Changing Gift This Holiday Season with The Education Plan®

Education Trust Board of NM Hires Annette Paez

The Education Plan® Named A Top 529 College Savings Plan in New Mexico

Ready to get started? We can help!

Explore

Learn

Manage

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

Now there's an even easier way to access and manage your account with The Education Plan: the Ready Save 529 mobile app.

SIGN UP FOR OUR NEWSLETTER

FOLLOW USON SOCIAL MEDIA

Ready to get started?
We can help!

Now there's an even easier way to access and manage your account
with The Education Plan: the Ready Save 529 mobile app.

FOLLOW US
ON SOCIAL MEDIA