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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
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
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
TD Ameritrade 529 College Savings Plan
First National Bank of Omaha
collegesavings.tdameritrade.com
(877) 408-4644
Open to all $360,000
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
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
tomorrow's scholar
Wells Fargo Funds Management, LLC
tomorrowsscholar.com
(866) 677-6933
Open to all $330,000