College Investment Plans - State Contact Information

traffic scene in new york city (manhattan)

traffic scene in new york city (manhattan)


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@
uacollegesavings.com

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@
collegesavings.com

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@
thegiftplan.com

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@
collegeinvest.org

Stable Value Plus College Savings Program MetLife Insurance Direct

1 (800) 448-2424

general@
collegeinvest.org

Smart Choice College Savings Plan* FirstBank Direct

1 (800) 964-3444

general@
collegeinvest.org

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@
florida529plans.com

Florida Prepaid College Plan*** - Direct

1 (800) 552-4723

customerservice@
florida529plans.com

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@
hi529.com

Idaho Idaho College Savings Program Upromise Investments/ Vanguard Direct

1 (866) 433-2533

clientservice@
idsaves.org

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
direct.com

CollegeChoice Advisor 529 Savings Plan* Upromise Investments Advisor

1 (866) 485-9413

clientservice@
collegechoice
advisor529.com

CollegeChoice CD 529 Savings Plan* - -

1 (888) 913-2885

questions@
collegechoicecd.com

Iowa College Savings Iowa Vanguard Direct

1 (888) 672-9116
csi@iowa.gov

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@
maryland
college
investmentplan.org

College Savings Plans of Maryland -- Prepaid College Trust*** - Direct

1 (888) 463-4723

mpct@
collegesavingsmd.org

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
info@misaves.com

Michigan Education Trust [Prepaid]*** - Direct

1 (517) 335-4767

treasMET@
michigan.gov

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

MOST - Missouri's 529 College Savings Plan

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@
montanasaves.com

Montana Family Education Savings Program -- Investment Plan College Savings Bank Direct

1 (800) 888-2723

clientservice@
montanasaves.com

Nebraska Nebraska Education Savings Trust -- Direct College Savings Plan First National Bank of Omaha Direct

1 (888) 993-3746

clientservice@
nest529direct.com

Nebraska Education Savings Trust -- Advisor College Savings Plan First National Bank of Omaha Advisor

1 (888) 659-6378

clientservice@
nest529advisor.com

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@
ssga.upromise529.com

Nevada Prepaid Tuition Program***** - Direct

1 (888) 477-2667

PrepaidTuition@
NevadaTreasurer.gov

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@
nysaves.org

New York's 529 Advisor-Guided College Savings Program Upromise Investments/ J.P Morgan Advisor

1 (800) 774-2108

ny.529advisor@
jpmorgan.com

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@
collegesave4u.com

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@
ok4saving.org

OklahomaDream 529 Plan TIAA-CREF Advisor 1 (877) 529-9299
Oregon Oregon College Savings Plan TIAA-CREF Direct

1 (866) 772-8464

info@
oregon
collegesavings.com

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@
patreasury.gov

Pennsylvania 529 Guaranteed Savings Plan*** Pennsylvania Treasury Department Direct

1 (800) 440-4000

pa529@
patreasury.gov

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

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@
wsac.wa.gov

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.