Broker Check

529 Planning Resources 

Pro 529 Evaluator 

Pro 529 Evaluator 

Allows for side-by-side comparison of up to three different 529 plans and investment portfolios.

Client Help Guide 

Available 529 Plans By State

STATE

PLAN NAME

PROGRAM MANAGER

PLAN WEB ADDRESS

LOAD WAIVER FOR ROLLOVER OR ROLLOVER SHARE CLASS

ALABAMACollegeCounts 529 Fund Advisor PlanUnion Bank & Trust Company (Lincoln, NE)www.collegecounts529advisor.comYes
ALASKAJohn Hancock Freedom 529T. Rowe Price Associates, Inc.www.johnhancockfreedom529.comYes
ARIZONAIvy InvestEd 529 PlanWaddell & Reed Incwww.ivyinvestments.comYes
ARKANSASiShares 529 PlanAscensuswww.iShares529.comYes
COLORADOScholars Choice Education Savings PlanTIAA Tuition Financing, Inc.www.nuveen.com/en-us/investments/529-plan/scholars-choice-ao
Yes
CONNECTICUTCHET Advisor College Savings PlanFidelity Management & Research Company LLChttps://institutional.fidelity.com/app/item/RD_9894866/chet-advisor-529-plan.htmlYes
ILLINOISBright Directions Advisor-Guided 529 ColUnion Bank & Trust Company (Lincoln, NE)www.brightdirections.comYes
INDIANACollegeChoice Advisor 529 Savings PlanAscensuswww.collegechoiceadvisor529.comYes
IOWAIAdvisor 529 PlanVoya Investment Management Co. LLC (US)www.iowaadvisor529.comYes
KANSASLearningQuest 529 Program (Advisor)American Century Investment Management, Incwww.learningquest.comYes
MAINENextGen College Investing Plan SelectSumday Administration, LLCwww.nextgenforme.comYes
MICHIGANMI 529 AdvisorTIAA Tuition Financing, Inc.www.mi529advisor.comYes
NEBRASKANEST Advisor College Savings PlanUnion Bank & Trust Cowww.NEST529Advisor.comYes
NEVADAPutnam 529 for AmericaPutnam Investment Management, LLCwww.putnam.comYes
NEW HAMPSHIREFidelity Advisor 529 PlanFidelity Management & Research Company LLCwww.institutional.fidelity.comYes
NEW JERSEYFranklin Templeton 529 Coll Savings PlanFranklin Distributors, LLCwww.franklintempleton.comYes
NEW MEXICOScholar's EdgeAscensus College Savings Recordkeeping Services, LLCwww.scholarsedge529.comYes
NEW YORKNew York's 529 Program (Advisor-Guided)Ascensuswww.ny529advisor.comYes
NORTH DAKOTACollege SAVE PlanAscensuswww.collegesave4u.comYes
OHIOBlackRock CollegeAdvantage 529 PlanBlackRock Advisors LLCwww.BlackRock.com/CollegeAdvantageYes
OKLAHOMAOklahomaDream529Fidelity Management & Research Company LLCwww.okdream529.comYes
OREGONMFS 529 Savings PlanMFSwww.mfs.comYes
RHODE ISLANDCollegeBound 529Ascensus College Savingswww.collegebound529.comYes
SOUTH CAROLONAFuture Scholar 529 (Advisor)Columbia Management Inv Distri, Inc.www.futurescholar.comYes
SOUTH DAKOTACollegeAccess 529 PlanVP Distributors, LLCwww.collegeaccess529.comYes
TEXASLoneStar 529 PlanNorthStar Financial Services Group, LLCwww.lonestar529.comYes
VIRGINIACollegeAmericaAmerican Fundswww.americanfunds.comYes
WEST VRIGINIAThe Hartford SMART529Hartford Funds Management Company, LLCwww.hartfordfunds.comYes
WISCONSINTomorrow's Scholar 529 PlanTIAA Tuition Financing, Inc.www.tomorrowsscholar.comYes