529 Plans: Advisor-Sold College Savings Plans
This table provides advisor-sold 529 plan information for participating states and the District of Columbia.
Note: Investors should consider the investment objectives, risks, charges, and expenses associated with 529 plans before investing. More information about 529 plans is available in each issuer's official statement, which should be read carefully before investing. Also, before investing, consider whether your state offers a 529 plan that provides residents with favorable state tax benefits.
| State | Name of plan, manager, contact information | Residency restrictions | Contribution limit | State tax benefits |
| AL |
CollegeCounts 529 Fund Advisor Plan Union Bank and Trust Company collegecounts529advisor.com (866) 529-2228 | Open to all | $300,000 | Qualified withdrawals from Alabama 529 plans (but not other states' 529 plans) are tax free and contributions to in-state plan are deductible, up to a cap |
| AK |
John Hancock Freedom 529 T. Rowe Price Associates, Inc. johnhancockfreedom529.com (866) 222-7498 | Open to all | $320,000 | Alaska has no state income tax |
| AZ |
InvestEd Plan Waddell & Reed invested529.com (888) 923-3355 | Open to all | $340,000 | Qualified withdrawals are tax free and contributions to any state's 529 plan are deductible, up to a cap |
| AR |
iShares 529 Plan Upromise Investments, Inc. ishares529.s.upromise.com (888) 529-9552 | Open to all | $366,000 | Qualified withdrawals are tax free and contributions to in-state plan are deductible, up to a cap |
| CA |
ScholarShare Advisor College Savings Plan Fidelity Investments scholarshare.com (800) 522-7297 | Open to all | $320,000 | Qualified withdrawals are tax free |
| CO |
Scholars Choice College Savings Program ClearBridge Advisors, LLC scholars-choice.com (888) 572-4652 | Open to all | $280,000 | Qualified withdrawals are tax free, and all contributions to in-state plan are deductible |
| DC |
DC 529 College Savings Program Calvert Asset Management Co., Inc. dccollegesavings.com (800) 368-2745 | Open to all | $260,000 | Qualified withdrawals are tax free, and contributions to any D.C. plan are deductible, up to a cap, with a five-year carryover of excess contributions |
| IL |
Bright Start College Savings Program OFI Private Investments, Inc. brightstartadvisor.com (877) 432-7444 | Open to all | $320,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
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Bright Directions College Savings Program Union Bank and Trust Company brightdirections.com (866) 722-7283 | Open to all | $320,000 | ||
| IN |
CollegeChoice Advisor 529 Savings Plan Upromise Investments, Inc. collegechoiceadvisor529.s.upromise.com (866) 485-9413 | Open to all | $298,770 | Qualified withdrawals are tax free, and a credit may be claimed for a portion of contributions made to in-state plan |
| IA |
Iowa Advisor 529 Plan Upromise Investments, Inc. iowaadvisor529.s.upromise.com (800) 774-5127 | Open to all | $320,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
| KS |
Learning Quest Advisor American Century Investment Management, Inc. learningquest.com (877) 882-6236 | Open to all | $300,000 | Qualified withdrawals are tax free, and contributions to any state's 529 plan are deductible, up to a cap |
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Schwab 529 College Savings Plan American Century Investment Management, Inc. schwab.com/529 (866) 663-5247 | Open to all | $300,000 | ||
| ME |
NextGen College Investing Plan - Client Select Series Merrill Lynch nextgenplan.com (877) 463-9843 | Open to all | $340,000 | Qualified withdrawals are tax free, and contributions to any state's 529 plan are deductible, up to a cap, if specific income limits are met |
| MI |
MI 529 Advisor Plan TIAA-CREF Tuition Financing, Inc. mi529advisor.com (866) 529-8818 | Open to all | $235,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
| MS |
MACS 529 Advisor Program TIAA-CREF Tuition Financing, Inc. 529advisorprograms.com (877) 238-7529 | Open to all | $235,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
| MO |
MOST--Missouri's 529 Advisor Plan Upromise Investments, Inc. most529advisor.s.upromise.com (888) 411-0117 | Open to all | $235,000 | Qualified withdrawals are tax free, and contributions to any state's 529 plan are deductible, up to a cap |
| MT |
Pacific Life Funds 529 College Savings Plan Pacific Life Funds collegesavings.pacificlife.com (800) 722-2333 | Open to all | $335,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
| NE |
College Savings Plan of Nebraska First National Bank of Omaha planforcollegenow.com (888) 993-3746 | Open to all | $360,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
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TD Ameritrade 529 College Savings Plan First National Bank of Omaha collegesavings.tdameritrade.com (877) 408-4644 | Open to all | $360,000 | ||
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State Farm College Savings Plan First National Bank of Omaha statefarm.com/mutual/acct_types/529.asp (800) 321-7520 | Open to all | $360,000 | ||
| NV |
Columbia 529 Plan Upromise Investments, Inc. columbia529.com (877) 994-2529 | Open to all | $370,000 | Nevada has no state income tax |
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Putnam 529 for America Putnam Investments putnam.com/529 (877) 788-6265 | Open to all | $370,000 | ||
| NH |
Fidelity Advisor 529 Plan Fidelity Investments advisor.fidelity.com (800) 522-7297 | Open to all | $330,000 | New Hampshire has no state income tax |
| NJ |
Franklin Templeton 529 College Savings Plan Franklin Templeton Distributors, Inc. franklintempleton.com (866) 362-1597 | Open to all | $305,000 | Qualified withdrawals are tax free |
| NM |
Scholar'sEdge OFI Private Investments, Inc. scholarsedge529.com (866) 529-7283 | Open to all | $294,000 | Qualified withdrawals are tax free, and all contributions to in-state plan are deductible |
| NY |
New York's 529 College Savings Program Upromise Investments, Inc. ny529advisor.com (800) 774-2108 | Open to all | $375,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
| OH |
BlackRock CollegeAdvantage 529 Plan BlackRock Advisors blackrock.com/collegeadvantage (866) 529-8582 | Open to all | $345,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions |
| OK |
OklahomaDream 529 Plan TIAA-CREF Tuition Financing, Inc. okdream529.com (877) 529-9299 | Open to all | $300,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with a five-year carryover of excess contributions |
| OR |
MFS 529 Savings Plan MFS Investment Management mfs.com (866) 637-7526 | Open to all | $310,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with a four-year carryover of excess contributions |
| RI |
CollegeBoundfund AllianceBernstein LP collegeboundfund.com (888) 324-5057 | Open to all | $365,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions |
| SC |
Future Scholar 529 College Savings Plan Columbia Management Distributors, Inc. futurescholar.com (888) 244-5674 | Open to all | $318,000 | Qualified withdrawals are tax free, and all contributions to in-state plan are deductible |
| SD |
CollegeAccess 529 Allianz Global Investors Distributors LLC collegeaccess529.com (866) 529-7462 | Open to all | $350,000 | South Dakota has no state income tax |
| TX |
Lonestar 529 Plan OFI Private Investments, Inc. lonestar529.com (800) 445-4723 | Open to all | $320,000 | Texas has no state income tax |
| VA |
CollegeAmerica American Funds americanfunds.com (800) 421-0180 | Open to all | $350,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap, with an unlimited carryover of excess contributions |
| WV |
The Hartford Smart529 Hartford Life Insurance Company smart529.com (866) 574-3542 | Open to all | $265,620 | Qualified withdrawals are tax free, and all contributions to in-state plan are deductible |
| WI |
EdVest Wells Fargo Funds Management, LLC edvest.com (888) 338-3789 | Open to all | $330,000 | Qualified withdrawals are tax free, and contributions to in-state plan are deductible, up to a cap |
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tomorrow's scholar Wells Fargo Funds Management, LLC tomorrowsscholar.com (866) 677-6933 | Open to all | $330,000 |