Allows you to choose how your money is invested. Read it carefully before you invest or send money. $2,000/yr. The Hartford SMART529 The Hartford® SMART529® College Savings Plan, offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, offers all the benefits of a 529 plan plus a range of investment options so you can choose the investment strategy that's right for you. Section 529 plans are offered by states under the federal tax code . For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. 800-544-1914. 529 plans, legally known as "qualified tuition plans," are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code. Deposit Placement Programs. To learn more about the New Hampshire 529 plans, follow the links below to the plan detail pages. Among the potential winners are REITs that invest in hotels, casinos, and strip-malls. Fund, which is managed by Fidelity Investments and available to residents of any state. Fidelity is committed to delivering the attention, responsiveness, and dedicated support that you require in managing your clients' assets. Fidelity Brokerage Services, Member NYSE, SIPC . The OklahomaDream 529 Plan is sponsored by the State of Oklahoma and managed by Fidelity Investments. Read it carefully before you invest or send money. Read it carefully before you invest or send money. to your account. And each plan offers a large array of investment options. 529 Planning Tools. Fidelity Brokerage Services, Member NYSE, SIPC . Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Learn more 800-343-3548 . To change the address or phone number on a Workplace Savings Account (for example, 403(b), 401(k), 457 Plan), please contact your plan administrator or go to NetBenefits to update your information online. 1. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully before you invest or send money. Read it carefully before you invest or send money. CSPN Blog. Massachusetts 529 Tax Benefit. In general, the asset allocation will be more aggressive for younger children and less aggressive for children nearing college age. Contact us. Find My State's Plan. REITs invest in a wide variety of types of real estate. risks, charges and expenses before investing. Fund Family: The Vanguard Group. . Missouri 529 Plan Tax Information. Investments grow tax-free and can be withdrawn tax-free for educational expenses such as tuition, room and . Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. Fidelity Retirement Services. Honor Roll: 529 plans with annual fees less than 0.40%. OklahomaDream 529 Plan accounts are not insured by any state, federal government or any federal agency. Effective 10/01/19, Fidelity reduced pricing for many of our Fidelity Advisor 529 Portfolios. Learn more Learn more about our employers and organizations plans; Already offering Learn more about our workplace savings services and support Media Contacts. On a federal-level, there is no tax savings for contributions, but qualified distributions are tax-free. 529 plans allow investors to purchase directly from the plan manager. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Learning Quest 529 Education Savings accounts help Kansas families save for their children in tax-advantaged 529 accounts. The Path2College 529 Plan, operated under the Georgia Office of the State Treasurer, gives you a way to start saving today to prepare for a child's tomorrow. If you have questions about the NY 529 Direct Plan, you can reach our education savings specialists by phone, email, or mail.. Form to establish a new 529 plan account. Welcome U.S. Employees; Outside U.S. Employees . Please see a 529 fact kit for more details. Make future contributions regularly or periodically—your choice. Read it carefully. 877-NYSAVES (877-697-2837) On business days 8 a.m. to 8 p.m., Eastern time. By Phone Sales Support Inside or Outside Wholesaler 800-544-9999 Operations Support Investment Professionals 800-522-7297 Bank Trust/TPA/Insurance/RIA Kansas taxpayers may take an annual deduction of up to $3,000 ($6,000 for married . 8 a.m.—9 p.m. Contributions can be invested in portfolios tailored to a child's age or the investor's ability to . . Important Information. You also have the ability to change the beneficiary at any time.*. Contact. With easy online or paper enrollment, you can start saving with as little as $25. 609606.8.0 Why Save For College? Stock . You can open an account for anyone, including yourself, for a low initial amount and automatic contribution starting at $50. solo 401(k), etc. The Fidelity Advisor 529 Plan lets you choose from three types of investment options so you can pursue the strategy that is best for your needs and circumstances. Your NetBenefits page will remain open. Although Massachusetts residents can invest in almost any state's 529 plan, they may be eligible for a state income tax deduction and a matching grant if they use MEFA's U. Learn More About Gift-ED. Learn More. We've gone through every plan and categorized them by tier based on fees and expenses. This is a secure transaction. College planning. Learn more 800-343-3548 [email protected] Benefits of the Fidelity Advisor 529 Plan include: For immediate assistance please contact customer service at 1-888-567-0540. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Parents, grandparents, family and friends can contribute to the IAdvisor 529 Plan, which currently permits funding of up to $420,000 per beneficiary. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 Read it carefully before you invest or send money. All Plan assets are held in trust with the New Hampshire State Treasurer . . Read it carefully before you invest or send money. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. Fidelity succeeded TIAA-CREF as manager in September 2020. Make the smart move and open a 529 account today! Fidelity Brighthouse Customer service 866-414-3259 Genworth The Guardian Customer service 800-221-3253 The Hartford Customer service 800-862-6668 John Hancock Customer service 800-344-1029 Mass Mutual Customer service 800-272-2216 MetLife Customer service 866-414-3259 New York Life Customer service 800-762-6212 The Principal Here's how Enroll in Fidelity MyVoice SM and you'll no longer have to enter a password when calling. including Fidelity®, Vanguard, and Schwab Funds. California State Teachers Retirement System 1-800-228-5453. Please see a 529 fact kit for more details. ET. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. ScholarShare College Savings Plan (529 Plan) Account Application p. 4 of 6 5 INVESTMENT SELECTION You can invest your 529 Plan contributions based on an Age-Based Strategy or a Custom Strategy. Investment Policies. Choose a 529 Account Type. Articles. College Cost Calculator . If plans change, you can choose another beneficiary, or you can pay for your own education . Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Collateralization of State Accounts. Please see a 529 fact kit for more details. . CalSTRS. . . For as little as $15 per pay period, your employees can save for their children's and grandchildren's future education. Roll over an out-of-state 529 plan to CollegeCounts. You could win a $5,529 account for college. Age-Based Portfolios are managed to Many plans allow you to invest in a given asset allocation determined by your child's age. By email. There are two types of 529 plans: prepaid tuition . . You will receive a response within 2-3 business days. Get month-by-month savings tips with these 12 college savings strategies (PDF). Banking. Fidelity does not provide legal or tax advice. Read it carefully before you invest or send money. Before investing, consider the investment objectives, risks, charges, and expenses of the fund or annuity and its investment options. Register Now. Anyone — grandparents, aunts and uncles, godparents, and friends — can establish a 529 to invest in the . Contact Us. Teacher's Pets: These plans missed the Honor Roll cut by a small margin. Plan Flexibility. A 529 Plan is more than just a savings account. Virtual Assistant is Fidelity's automated natural language search engine to help you find information on the Fidelity.com site. Massachusetts has one 529 college savings plan, MEFA's U. The Fidelity Advisor 529 Plan offers a range of investments utilizing Fidelity Advisor Funds and the Fidelity Government Cash Reserves. 529 Plan Info. Fidelity is not responsible for any of the content. Plan Contact InformationUnion Bank & Trust - Program ManagerDirect: 402.323.1048 Toll-Free: 866.529.2228(7:00 a.m. - 7:00 p.m. CT) Mailing Address:CollegeCounts 529 FundPO Box 85290Lincoln, NE 68501-5290 Overnight Mail:CollegeCounts 529 Fund3560 South 48th StreetLincoln, NE 68506 Fax: 402.323.1797 State Treasurer of AlabamaPhone: 334.242.7514 (8:00 a.m. - 5:00 p.m. CT) Mailing Address . 1. The account owner maintains control of the assets . Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. In addition to its direct-sold 529 plans, Fidelity offers the Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advisor funds in its individual fund portfolio options. You will receive a response within 2-3 business days. . Fidelity succeeded TIAA-CREF as manager in September 2020. Alabama 529 Savings Plan FAQ. Have your . Consumer plans fall under three categories: direct-sold, unit-type prepaid, and contract-type prepaid. Learn more about the MI 529 Plan conversion. Custodial 529 Account. . For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. Learning Quest offers education savings accounts to help you pay education expenses for individuals that you designate, or for yourself. For immediate assistance please contact customer service at 1-888-567-0540. Effective July 26, 2019 Old Class A Units closed, and any outstanding Old Class A Units owned by Participants automatically converted to Class A units of the respective Portfolios. Please see a 529 fact kit for more details. 529 Plan Data. How can I change my address or phone number on my Workplace Savings Account? Both programs feature Fidelity Investments mutual funds. Fidelity phone numbers Call us 24/7, tell us what you're looking for, and we'll get you to the right person Current customers: You'll be asked to enter your username and password using the keypad on your phone. Direct your rewards to your Fidelity-managed 529 account to save while you spend. Professionally managed by Fidelity Investments. Invite family and friends to CONTRIBUTE. Fidelity Brokerage Services, Member NYSE, SIPC . Contributions of as little as $50 a month or $25 a pay period per investment option can be made through automatic investments. It all begins with making it easy to communicate. Tax savings is one of the big benefits of using a 529 plan to save for college. ), custodial, 529, managed portfolio: Mobile app: Fidelity Mobile app on the Apple App Store and . The Fidelity Advisor 529 Plan, also known as New Hampshire's Advisor-sold 529 Plan, is available only through non-Fidelity financial advisors. By email. The Hartford SMART529. Georgia College Savings. Most states offer at least one 529 plan. Explore the tax advantages and other great reasons to save for college with Georgia's Path2College 529 plan. Mon.—Fri. The underlying mutual funds may change at any time without notice. . The Plan provides tax-advantaged accounts designed to help parents, grandparents and others pay for higher education expenses. ScholarShare College Savings Plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. Gifting. . Fidelity Institutional Asset Management. Publications & Links. Dean's List: 529 plans with annual fees less than 0.20%. Learn about 529 college savings plans and more today. Individual 529 Account. Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. ScholarShare 529 2021 Report on Higher Education; College Countdown. 529 Quiz. For as little as $15 per pay period, your employees can save for their children's and grandchildren's future education. close. For each contribution, you determine how it is invested. Connecticut Higher Education Trust (CHET), a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware, Massachusetts and New Hampshire. Setting up and contributing to a 529 — a tax-advantaged savings plan for educational costs — is one of the best ways to start saving early and maximize those savings. Register your first grader for a chance to win a $100 contribution to CollegeCounts. And you don't have to be a parent to take advantage of a 529 plan. 800-544-9354. Banking Evaluations for Colleges & Universities. You also may wish to contact your home state's 529 Plan(s), or any other 529 Plan, to learn more about those plans' features, benefits and limitations. 900 Salem Street, Smithfield, RI 02917. workplace 529. 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