College Investment Plans - State Contact Information
State | Plan Name | Managed By | Direct-Sold or Advisor-Sold | Contact |
---|---|---|---|---|
Alabama | CollegeCounts | Union Bank & Trust Co. | Direct | 1 (866) 529-2228 |
Alaska | T. Rowe Price College Savings Plan | T. Rowe Price | Direct | 1 (800) 369-3641 |
University of Alaska College Savings Plan | T. Rowe Price | Direct | 1 (866) 277-1005 info@ |
|
John Hancock Freedom 529 | John Hancock | Advisor | 1 (866) 222-7498 | |
Arizona | Arizona Family College Savings Program * | College Savings Bank | Direct | 1 (800) 888-2723 info@ |
Fidelity Arizona College Savings Plan | Fidelity | Direct | 1 (800) 544-1262 | |
Ivy Funds InvestEd Plan | Waddell & Reed | Advisor | 1 (800) 777-6472 | |
Arkansas | GIFT College Investing Plan | Upromise Investments/ Vanguard | Direct | 1 (800) 587-7301 clientservice@ |
iShares 529 Plan** | iShares | Advisor | 1 (888) 529-9552 | |
California | The ScholarShare College Savings Plan | TIAA-CREF | Direct | 1 (800) 544-5248 |
Colorado | Direct Portfolio College Savings Plan | Upromise Investments/ Vanguard | Direct | 1 (800) 997-4295 general@ |
Stable Value Plus College Savings Program | MetLife Insurance | Direct | 1 (800) 448-2424 general@ |
|
Smart Choice College Savings Plan* | FirstBank | Direct | 1 (800) 964-3444 general@ |
|
Scholars Choice College Savings Program | Legg Mason | Advisor | 1 (888) 572-4652 | |
Connecticut | Connecicutt Higher Education Trust | TIAA-CREF | Direct | 1 (888) 799-2438 |
Connecicutt Higher Education Trust*** | Hartford Life | Advisor | 1 (877) 407-2828 | |
Deleware | Delaware College Investment Plan | Fidelity | Direct | 1 (800) 544-1655 |
District Of Columbia | DC 529 College Savings Program | Chief Financial Officer of DC | Direct (for DC residents) | 1 (800) 987-4859 |
Advisor (for non-DC residents) | ||||
Florida | Florida 529 Savings Plan | - | Direct | 1 (800) 552-472 customerservice@ |
Florida Prepaid College Plan*** | - | Direct | 1 (800) 552-4723 customerservice@ |
|
Georgia | Path2College 529 Plan | TIAA-CREF | Direct | 1 (877) 424-4377 |
Hawaii | Hawaii's College Savings Program | Upromise Investments/ Vanguard | Direct | 1 (866) 529-3343 clientservice@ |
Idaho | Idaho College Savings Program | Upromise Investments/ Vanguard | Direct | 1 (866) 433-2533 clientservice@ |
Illinois | College Illinois! 529 Prepaid Tuition Program | Commisioners appointed by the govenor | Direct | 1 (877) 877-3724 |
Bright Start College Savings Program | OFI Private Investments Inc. | Direct | 1 (877) 432-7444 | |
Bright Start College Savings Program | OFI Private Investments Inc. | Advisor | 1 (877) 432-7444 | |
Bright Directions College Savings Program | Union Bank and Trust Company | Advisor | 1 (866) 722-7283 | |
Indiana | CollegeChoice 529 Direct Savings Plan* | Upromise Investments/ Vanguard | Direct | 1 (866) 485-9415 clientservice@ |
CollegeChoice Advisor 529 Savings Plan* | Upromise Investments | Advisor | 1 (866) 485-9413 clientservice@ |
|
CollegeChoice CD 529 Savings Plan* | - | - | 1 (888) 913-2885 questions@ |
|
Iowa | College Savings Iowa | Vanguard | Direct | 1 (888) 672-9116 |
IAdvisor 529 Plan | ING Investment Management | Advisor | 1 (800) 774-5127 | |
Kansas | Learning Quest 529 | American Century Investments | Direct | 1 (800) 579-2203 |
Learning Quest Advisor | American Century Investments | Advisor | 1 (800) 579-2203 | |
Schwab 529 College Savings plan | American Century Investments | Advisor (only available through Charles Schwab) | 1 (888) 903-3863 | |
Kentucy | Kentucky Education Savings Plan Trust | TIAA-CREF | Direct | 1 (877) 598-7878 |
Louisiana | START Saving Program*** | Louisiana Tuition Trust Authority | Direct | 1 (800) 259-5626 custserv@osfa.la.gov |
Maine | NextGen College Investing Plan -- Client Direct Series | Merrill Lynch | Direct | 1 (877) 463-9843 |
NextGen College Investing Plan -- Client Select Series | Merrill Lynch | Advisor | 1 (877) 463-9843 | |
Maryland | College Savings Plans of Maryland -- College Investment Plan | T. Rowe Price | Direct | 1 (888) 463-4723 info@ |
College Savings Plans of Maryland -- Prepaid College Trust*** | - | Direct | 1 (888) 463-4723 mpct@ |
|
Massachusetts | U. Fund College Investing Plan | Fidelity | Direct | 1 (800) 449-6332 info@mefa.org |
U. Plan Prepaid Tuition Program**** | - | Direct | 1 (800) 449-6332 info@mefa.org |
|
Michigan | Michigan Education Savings Plan | TIAA-CREF | Direct | 1 (877) 861-6377 |
Michigan Education Trust [Prepaid]*** | - | Direct | 1 (517) 335-4767 treasMET@ |
|
MI 529 Advisor Plan | TIAA-CREF | Advisor | 1 (866) 529-8818 | |
Minnesota | Minnesota College Savings Plan | TIAA-CREF | Direct | 1 (877) 338-4646 info@mnsaves.org |
Mississippi | Mississippi Affordable College Savings Program | TIAA-CREF | Direct | 1 (800) 486-3670 info@ms529.com |
Missouri | Upromise Investments | Direct | (888) 414-6678 | |
MOST - Missouri's 529 Advisor Plan | Upromise Investments/ Deutsche Asset & Wealth Management | Advisor | 1 (800) 617-5097 | |
Montana | Montana Family Education Savings Program -- Bank Plan* | College Savings Bank | Direct | 1 (800) 888-2723 clientservice@ |
Montana Family Education Savings Program -- Investment Plan | College Savings Bank | Direct | 1 (800) 888-2723 clientservice@ |
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Nebraska | Nebraska Education Savings Trust -- Direct College Savings Plan | First National Bank of Omaha | Direct | 1 (888) 993-3746 clientservice@ |
Nebraska Education Savings Trust -- Advisor College Savings Plan | First National Bank of Omaha | Advisor | 1 (888) 659-6378 clientservice@ |
|
State Farm College Savings Plan | First National Bank of Omaha | Advisor (only available through State Farm) | 1 (800) 447-4930 | |
TD Ameritrade 529 College Savings Plan | First National Bank of Omaha | Advisor (only available through TD Ameritrade) | 1 (877) 408-4644 | |
Nevada | USAA 529 College Savings Plan | Upromise Investments | Direct | 1 (800) 531-8722 |
Vanguard 529 Savings Plan | Upromise Investments | Direct | 1 (866) 734-4533 | |
SSgA Upromise 529 Plan | Upromise Investments/ State Street Global Advisors |
Direct | 1 (800) 587-7305 clientservice@ |
|
Nevada Prepaid Tuition Program***** | - | Direct | 1 (888) 477-2667 PrepaidTuition@ |
|
Putnam 529 for America | Putnam Investments | Advisor | 1 (877) 788-6265 | |
New Hampshire | UNIQUE College Investing Plan | Fidelity | Direct | 1 (800) 544-1914 |
Fidelity Advisor 529 Plan | Fidelity | Advisor | 1 (877) 208-0098 | |
New Jersey | NJBEST 529 College Savings Plan*** | Franklin Templeton Investments | Direct | 1 (877) 465-2378 |
Franklin Templeton 529 College Savings Plan | Franklin Templeton Investments | Advisor | 1 (866) 362-1597 | |
New Mexico | Education Plan College Savings Program | OFI Private Investments, Inc. | Direct | 1 (877) 337-5268 |
Scholar's Edge 529 | OFI Private Investments, Inc. | Advisor | 1 (866) 529-7283 | |
New York | NY's 529 College Savings Program | Upromise Investments/ Vanguard | Direct | 1 (877) 697-2837 NY529@ |
New York's 529 Advisor-Guided College Savings Program | Upromise Investments/ J.P Morgan | Advisor | 1 (800) 774-2108 ny.529advisor@ |
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North Carolina | NC 529 Plan | College Foundation, Inc. | Direct | 1 (800) 600-3453 |
North Dakota | College SAVE | Upromise Investments/ Vanguard | Direct | 1 (866) 728-3529 clientservice@ |
Ohio | Ohio CollegeAdvantage 529 Savings Plan | Ohio Tuition Trust Authority | Direct | 1 (800) 233-6734 |
BlackRock CollegeAdvantage 529 Plan | BlackRock Advisors | Advisor | 1 (866) 529-8582 | |
Oklahoma | Oklahoma College Savings Plan | TIAA-CREF | Direct | 1 (877) 654-7284 info@ |
OklahomaDream 529 Plan | TIAA-CREF | Advisor | 1 (877) 529-9299 | |
Oregon | Oregon College Savings Plan | TIAA-CREF | Direct | 1 (866) 772-8464 info@ |
MFS 529 Savings Plan | MFS Fund Distributors, Inc. | Advisor | 1 (866) 529-1637 | |
Pennsylvannia | Pennsylvania 529 Investment Plan | Pennsylvania Treasury Department/ Upromise Investments/ Vangaurd | Direct | 1 (800) 440-4000 pa529@ |
Pennsylvania 529 Guaranteed Savings Plan*** | Pennsylvania Treasury Department | Direct | 1 (800) 440-4000 pa529@ |
|
Rhode Island | CollegeBoundfund*** | AllianceBernstein | Direct | 1 (800) 251-0539 |
CollegeBoundfund | AllianceBernstein | Advisor | 1 (800) 251-0539 | |
South Carolina | Future Scholar 529 College Savings Plan*** | Columbia Management Investment Distributors, Inc. | Direct | 1 (888) 244-5674 |
Columbia Management Future Scholar 529 College Savings Plan | Columbia Management Investment Distributors, Inc. | Advisor | 1 (888) 244-5674 | |
South Dakota | CollegeAccess 529*** | Allianz Global Investors | Direct | 1 (866) 529-7462 |
CollegeAccess 529 | Allianz Global Investors | Advisor | 1 (866) 529-7462 | |
Tennessee | TNStars College Savings 529 Program | State of Tennessee Treasury Department | Direct | 1 (855) 386-7827 TN.Stars@tn.gov |
Texas | Texas College Savings Plan | OFI Private Investments, Inc. | Direct | 1 (800) 445.4723, option #3 |
Texas Tuition Promise Fund [Prepaid] | - | Direct | 1 (800) 445-4723, option #5 |
|
Lonestar 529 Plan | OFI Private Investments, Inc. | Advisor | 1 (800) 445-4723, option #4 |
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Utah | Utah Educational Savings Plan | Utah Higher Education Assistance Authority | Direct | 1 (800) 418-2551 info@uesp.org |
Vermont | Vermont Higher Education Investment Plan | TIAA-CREF | Direct | 1 (800) 637-5860 info@vheip.org |
Virginia | Virginia529 inVEST | Virginia College Savings Plan Board | Direct | 1 (804) 371–0766 |
Virginia529 prePaid | - | Direct | 1 (804) 371–0766 | |
CollegeWealth | - | Enroll at BB&T or Union First Market Bank | 1 (804) 371–0766 | |
CollegeAmerica | American Funds Service Company/ American Funds Distributors/ Capital Research and Management Company | Advisor | 1 (800) 421-4225 | |
Washington | Guaranteed Education Tuition [Prepaid] | - | Direct | 1 (800) 955-2318 GETInfo@ |
West Virginia | SMART529 Select 529 | Hartford Life Insurance Company | Direct | 1 (866) 574-3542 |
SMART529 WV Direct College Savings Plan*** | Hartford Life Insurance Company | Direct | 1 (866) 574-3542 | |
Hartford SMART529 | Hartford Life Insurance Company | Advisor | 1 (866) 574-3542 | |
Wisconsin | Edvest | TIAA-CREF | Direct | 1 (888) 338-3789 info@edvest.com |
Tomorrow's Scholar 529 Plan | ING / TIAA-CREF | Advisor | 1 (866) 677-6933 | |
Wyoming | none |
The table below provides information about each states college savings plans. This information is subject to change so check with your state for updates.
State governments administer College Savings Plans but the plans are managed by private organizations. Sometimes, multiple private organizations manage a single plan. For example, lets look at New York’s direct-sold plan, NY's 529 College Savings Plan. There are three entities involved: The State of New York, Upromise and Vanguard:
The State Of New York (Program Administrator)- responsible for implementing and administering the Direct Plan.
Upromise Investments, Inc. / Upromise Investment Advisors, LLC (Program Managerand Recordkeeping and Servicing Agent, respectively)- responsible for day-to-day operations, including effecting transactions.
The Vanguard Group, Inc. (Investment Manager) - manages the plan's investments. Meanwhile, the Vanguard Marketing Corporation markets, distributes, and underwrites the plan.
Each state has a different name for its College Savings Plan. Kentucky’s College Savings Plan is called the Kentucky Education Savings Plan Trust, while North Dakota’s is called College SAVE. Sometimes a state may have one name for each of its direct-sold plan, another name for each of its advisor sold plan and another name for its Prepaid Tuition Plan. Let's take a look at the all of the 529 Plans that Nevada offers:
1) USAA College Savings Plan (direct-sold College Savings Plan)
2) Vanguard 529 Saving Plan (direct-sold College Savings Plan)
3) SSgA Upromise 529 Plan (direct-sold College Savings Plan)
4) Nevada Prepaid Tuition Program (Prepaid Tuition Plan)
5) Putnam 529 Plan (advisor-sold College Savings Plan)
As long as the plan comes under the IRS’ 529 Plan designation, however, you are looking at 529 Plan no matter what the state calls it. The table below gives a list of the 529 Plans for each state.
Why are there three direct-sold College Savings Plans in Nevada? Well, because each one is different. The USAA College Savings Plan is unique in that it features options utilizing USAA mutual funds. Similarly, the SSga Upromise 529 Plan is unique in that it features options utilizing SPDR ETFs.
When you start researching College Savings Plans, you will quickly notice that the section of the state government that overseas such plans is the state Treasurer's office.You should go to the website of your state Treasurer to get the most up-to-date information about the kind of plans they are now offering. The National Association of State Treasurer's website, www.nast.net, will guide you to your State Treasurer's site.
You should also be aware that even if you do not live in a particular state, you can still invest in that states College Savings Plans, although you may not be able to take full advantage of the tax benefits offered by that state.