529 plans by state
(Redirected from Mississippi 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:
- College Savings Plan Network.
- 529 Plan Comparison By Feature. Check each major heading box to see additional choices.
- 529 Plan Comparison By State
- Saving for College
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 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
- Category:529 plan archive, individual 529 state plan pages as of November 6, 2017, superseded by this page.