Press Releases

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

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.”

Mar - 2020 Release

Tax Season Provides Opportunity for Investing in Future | Planning Ahead with The Education Plan®

Even though tax filing day has moved to July 15, 2020, you’ve likely begun getting your financial documents in order. Now is a good time to think about a tax-favored way of saving for education. The Education Plan -- 529 college savings plan -- can help to pave the way for future academic success.

Mar - 2020 Release

Employers Can Increase Employee Appreciation, Retention and Recruitment by Offering No-Cost Benefit Through The Education Plan®

While hiring new employees can pose a challenge in today’s job market, retaining high-quality employees long term can prove equally difficult. Many employers are looking for cost-effective ways to make their business a more competitive option for job seekers

Dec - 2019 Release

Start 2020 Right with The Education Plan®

The Education Plan can be used to fund a loved one’s future education. With the cost of higher education continuing to grow, The Education Plan offers a flexible option to plan for tomorrow. Whatever your child’s dreams maybe, The Education Plan will help pay for a traditional four-year university degree, community college, or trade school.

Dec - 2019 Release

President Trump Signs Law to Allow 529 Plans to Pay for Student Loans

Just in time for year-end tax planning, President Donald J. Trump signed into law the Setting Every Community Up for Retirement Act. The new law allows people to use 529 college savings plans to pay for up to $10,000 in student loans.

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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

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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

Education Trust Board of NM Hires Annette Paez

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

Tax Season Provides Opportunity for Investing in Future | Planning Ahead with The Education Plan®

Employers Can Increase Employee Appreciation, Retention and Recruitment by Offering No-Cost Benefit Through The Education Plan®

Start 2020 Right with The Education Plan®

President Trump Signs Law to Allow 529 Plans to Pay for Student Loans

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