Difference between revisions of "Tennessee 529 plan archive"

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Latest revision as of 21:05, 6 November 2017


The Tennessee 529 plan archive page provides information on direct-sold 529 plans and highlights indexed portfolios. All information is derived from Savingforcollege.com and from 529 plan sites and disclosure documents. If you would like to compare this plan with other direct sold plans, use these Compare by Plan Name and Compare by Feature tools.

  • Open to Residents
  • Open to non-residents
Tennessee 529 Plan:
Program match on contributions: In connection with the plan's opening, Tennessee residents receive $50 deposited into a new account and $100 into a new rollover of the entire account balance from an existing college savings plan.
State tax deduction or credit for contributions: none
State tax recapture provisions:
Age-based investment options: For the age-based option contributions are placed into the portfolio corresponding to the beneficiary’s age, and later reassigned to more conservative portfolios as the beneficiary approaches college age.
Expenses: 0.35%.
Policy Regarding Ownership Changes: Accepts requests to transfer account ownership.

Investment options

Age-based

The Tennessee 529 savings plan provides an aged-based plan consisting of the the following underlying index funds.

Index Portfolios
Age 0-4 Age 5-10 Age 11-14 Age 15-17 Age 18+


  • DFA Enhanced U.S. Large Company Portfolio (Institutional)


  • Vanguard Wellington (Admiral Shares)
  • Vanguard LifeStrategy Conservative Growth Fund
  • Vanguard Life Strategy Income Fund
  • Vanguard Total Bond Market (Signal Shares)

Static

Investment Option Ticker
  • Vanguard LifeStrategy Conservative Growth Fund
  • Vanguard Life Strategy Income Fund


  • VSCGX
  • VASIX


Individual

Investment Option Ticker
  • DFA Enhanced U.S. Large Company Portfolio Institutional Class
  • Vanguard 500 Index Signal Shares
  • Vanguard Mid-Cap Growth Investor Shares
  • DFA Large Cap International Portfolio Institutional Class
  • DFA Inflation-Protected Securities Portfolio Institutional Class
  • Vanguard Total Bond Market Signal Shares
  • Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares
  • Vanguard Intermidate-Term Treasury Admiral Shares
  • Vanguard Wellington Investor Shares
  • Vanguard LifeStrategy Conservative Growth Fund
  • Vanguard Life Strategy Income Fund


  • DFELX
  • VIFSX
  • VMGRX
  • DFALX
  • DIPSX
  • VBTSX
  • VFIDX
  • VFIUX
  • VWENX
  • VSCGX
  • VASIX


External links