529 plans by state

From Bogleheads
(Redirected from Minnesota 529 plan)

529 plans by state provides a comprehensive list of 529 plans by state, including links to resources to learn more about individual plans and to compare them.

529 plan summaries

Start here. The following websites provide a comprehensive summary of 529 plans.

  • Ascensus College Savings Ascensus College Savings is a college savings service provider in the US, supporting more than 3 million 529 saving plans.
  • Saving for College Savingforcollege.com is a website that, amongst other things, tracks various features offered by competing 529 plans. It has been in operation since 1999.
  • College Savings Plans Network CSPN, formed in 1991, is an affiliate to the National Association of State Treasurers. It serves as a clearinghouse for information amongst state-sponsored college savings programs.

529 plan comparisons

Compare 529 plan features using these website references:

Be sure to look at both websites, as they offer different perspectives. For example: Saving for College compares tax considerations such as tax recapture and rollovers, not shown by College Savings Plan Network.

529 plans by state

The table below is a comprehensive listing of 529 plan features for each state.

529 Plans by State
529 Plan Age-based funds Static allocation funds Single asset class funds Plan link Morningstar link Fee disclosure Index portfolio manager
Alabama CollegeCounts Advisor Yes Yes Yes Link Link Link Vanguard
Alabama CollegeCounts Direct Yes Yes Yes Link Link Link Vanguard
Alaska University Yes Yes Yes Link Link Link T. Rowe Price
Alaska T. Rowe Price Yes Yes Yes Link Link Link T. Rowe Price
Alaska John Hancock Yes Yes Yes Link Link Link ---
Arizona Ivy Yes Yes Yes Link Link Link ---
Arizona Fidelity Yes Yes Yes Link Link Link Fidelity
Arkansas GIFT Yes Yes Yes Link Link Link Vanguard
Arkansas iShares Yes Yes Yes Link Link Link Blackrock
California ScholarShare Yes Yes Yes Link Link Link TIAA-CREF
Colorado Direct Yes Yes Yes Link Link Link Vanguard
Colorado Scholar's Choice Yes Yes Yes Link Link Link ---
Colorado Smart Choice No No Yes Link --- Link ---
Colorado Stable Value No No No Link --- Link ---
Connecticut CHET Advisor Yes Yes Yes Link Link Link ---
Connecticut CHET Direct Yes Yes Yes Link Link Link TIAA-CREF
Delaware College Investment Yes Yes Yes Link Link Link Fidelity
District of Columbia College Savings Yes No Yes Link Link Link Blackrock
Florida Savings Yes Yes Yes Link Link Link AllianceBernstein
Georgia Path2College Yes Yes Yes Link Link Link TIAA-CREF
Hawaii HI529 Yes Yes Yes Link Link Link Vanguard
Idaho Ideal Yes Yes Yes Link Link Link Vanguard
Illinois Bright Directions Advisor Yes Yes Yes Link Link Link Northern Funds, T. Rowe Price
Illinois Bright Start Advisor Yes Yes Yes Link Link Link Northern Funds
Illinois Bright Start Direct Yes Yes Yes Link Link Link Vanguard
Indiana CollegeChoice Advisor Yes No Yes Link Link Link Blackrock
Indiana CollegeChoice Direct Yes No Yes Link Link Link Vanguard
Iowa College Savings Direct Yes Yes Yes Link Link Link Vanguard
Iowa IA Advisor Yes Yes Yes Link Link Link Voya
Kansas LearningQuest Advisor Yes Yes Yes Link Link Link ---
Kansas LearningQuest Direct Yes Yes Yes Link Link Link American Century Investments
Kansas Schwab Yes Yes No Link Link Link Schwab, Vanguard
Kentucky KESPT Yes Yes No Link Link Link TIAA-CREF
Louisiana START Yes No Yes Link Link Link Vanguard
Maine Select Advisor Yes Yes Yes Link Link Link ---
Maine Direct Yes Yes Yes Link Link Link Blackrock
Maryland College Investment Yes Yes Yes Link Link Link T. Rowe Price
Massachusetts U.Fund Yes Yes Yes Link Link Link Fidelity
Michigan Advisor Yes Yes Yes Link Link Link TIAA-CREF
Michigan Direct Yes Yes Yes Link Link Link TIAA-CREF
Minnesota College Savings Yes Yes Yes Link Link Link TIAA-CREF
Mississippi Affordable Yes Yes Yes Link Link Link TIAA-CREF
Missouri MOST Yes Yes Yes Link Link Link Vanguard
Montana Achieve Yes Yes Yes Link Link Link Vanguard
Nebraska NEST Advisor Yes Yes Yes Link Link Link State Street, Blackrock, Vanguard
Nebraska NEST Direct Yes Yes Yes Link Link Link State Street, Blackrock, Vanguard
Nebraska State Farm Yes Yes No Link Link Link ---
Nebraska TD Ameritrade Yes Yes Yes Link Link Link State Street, Blackrock, Vanguard
Nevada Putnam Yes Yes Yes Link Link Link SSgA
Nevada SSgA Yes Yes Yes Link Link Link SSgA
Nevada USAA Yes Yes No Link Link Link ---
Nevada Vanguard Yes Yes Yes Link Link Link Vanguard
New Hampshire Fidelity Advisor Yes Yes Yes Link Link Link ---
New Hampshire UNIQUE Yes Yes Yes Link Link Link Fidelity
New Jersey Franklin Templeton Yes Yes Yes Link Link Link Franklin Templeton
New Jersey NJBEST Yes Yes Yes Link Link Link Franklin Templeton
New Mexico Education Yes Yes Yes Link Link Link Vanguard, Dreyfus, TIAA-CREF
New Mexico Scholar's Edge Advisor Yes Yes Yes Link Link Link ---
New York Advisor Yes Yes Yes Link Link Link SSGA
New York Direct Yes Yes Yes Link Link Link Vanguard
North Carolina National College Savings Yes Yes Yes Link Link Link Vanguard
North Dakota SAVE Yes Yes No Link Link Link Vanguard
Ohio College Advantage Yes Yes Yes Link Link Link Vanguard
Ohio College Advantage BlackRock Yes Yes Yes Link Link Link Blackrock
Oklahoma College Savings Yes Yes Yes Link Link Link TIAA-CREF
Oklahoma Dream Advisor Yes Yes Yes Link Link Link TIAA-CREF
Oregon College Savings Yes Yes Yes Link Link Link TIAA-CREF
Oregon MFS Advisor Yes Yes Yes Link Link Link ---
Pennsylvania Investment Yes Yes Yes Link Link Link Vanguard
Rhode Island Advisor Yes Yes Yes Link Link Link Invesco
Rhode Island Direct Yes Yes Yes Link Link Link Vanguard
South Carolina Advisor Yes Yes Yes Link Link Link Vanguard, Blackrock
South Carolina Direct Yes Yes Yes Link Link Link Vanguard, Blackrock
South Dakota College Access Yes Yes Yes Link Link Link ---
Tennessee TNStars Yes Yes Yes Link Link Link Vanguard
Texas College Savings Yes Yes Yes Link Link Link Vanguard
Texas LoneStar Yes Yes Yes Link Link Link TIAA-CREF
Utah Education Savings Yes Yes Yes Link Link Link Vanguard
Vermont VHEIP Yes Yes Yes Link Link Link Vanguard, TIAA-CREF
Virginia CollegeAmerica Advisor Yes Yes Yes Link Link Link ---
Virginia Invest529 Direct Yes Yes Yes Link Link Link Vanguard
Washington --- --- --- --- --- --- ---
West Virginia SMART529 Yes Yes Yes Link Link Link ---
West Virginia SMART529 Direct Yes Yes Yes Link Link Link Vanguard
West Virginia SMART529 Hartford Yes Yes Yes Link Link Link ---
Wisconsin Edvest Yes Yes Yes Link Link Link TIAA-CREF
Wisconsin Tomorrow's Scholar Yes Yes Yes Link Link Link TIAA-CREF
Wyoming --- --- --- --- --- --- ---

See also

External links

Morningstar 529 Plan Center