|
STATE TAX
WRITE-OFF? |
BUY FROM...
(SALES LOAD) |
EXPENSE
RATIO |
| ALABAMA |
Higher Education 529 Fund
Van Kampen
vankampen.com 866-529-2228 |
no |
plan1 (no load)
broker (5.75) |
0.83 to 2.82 |
| ALASKA |
John Hancock Freedom 529
T. Rowe Price
johnhancockfreedom529.com 866-222-7498 |
no state tax |
broker only (5.25) |
1.30 to 2.95 |
T. Rowe Price College Savings Plan
T. Rowe
Price
troweprice.com/collegesavings 800-369-3641 |
no state tax |
plan only (no load) |
0.79 to 1.05 |
| ARIZONA |
Arizona Family College Savings Program
College
Savings Bank
arizona.collegesavings.com 800-888-2723 |
no |
plan (no load)
broker (no load) |
none |
Waddell & Reed InvestEd Plan
Waddell &
Reed
waddell.com 888-923-3355 |
no |
broker only (5.75) |
1.58 to 2.42 |
| ARKANSAS |
GIFT College Investing Plan
Vanguard/Upromise
thegiftplan.com 800-587-7301 |
yes |
plan only (no load) |
0.85 |
| CALIFORNIA |
Golden State ScholarShare College Savings
Trust
TIAA-CREF
scholarshare.com
877-728-4338 |
no |
plan only (no load) |
0.8 |
| COLORADO |
CollegeInvest Direct Portfolio College Savings
Plan
Vanguard/Upromise
collegeinvest.org 800-997-4295 |
yes |
plan only (no load) |
0.75 |
Scholars Choice College Savings
Program
Citigroup Asset Management
scholars-choice.com
888-572-4652 |
yes |
broker only (3.50) |
0.10 to 2.04 |
| CONNECTICUT |
Connecticut Higher Education
Trust
TIAA-CREF
aboutchet.com 888-799-2438 |
no |
plan only (no load) |
0.69 to 0.71 |
| D.C. |
District of Columbia College Savings
Plan
Calvert
dccollegesavings.com
800-368-2745 |
yes |
plan1 (no load)
broker (4.75) |
0.15 to 1.92 |
| DELAWARE |
Delaware College Investment Plan
Fidelity
fidelity.com/delaware 800-544-1655 |
no |
plan only (no load) |
0.86 to 1.13 |
| FLORIDA |
Florida College Investment Plan
Florida Prepaid
College Board
florida529plans.com 800-552-4723 |
no state tax |
plan only (no load) |
0.75 |
| GEORGIA |
Georgia Higher Education Savings Plan
TIAA-CREF
gacollegesavings.com
877-424-4377 |
yes |
plan only (no load) |
0.85 |
| HAWAII |
TuitionEDGE
Delaware Investments
tuitionedge.com 866-529-3343 |
no |
plan1 (no load)
broker (5.75) |
0.95 to 1.95 |
| IDAHO |
Idaho College Savings Program
TIAA-CREF
idsaves.org 866-433-2533 |
yes |
plan only (no load) |
0.81 to 0.85 |
| ILLINOIS |
Bright Start College Savings Plan
Citigroup Asset
Management
brightstartsavings.com 877-432-7444 |
yes |
plan (no load)
broker (no load) |
0.99 |
| INDIANA |
CollegeChoice 529 Investment Plan
J.P. Morgan
Investment Advisors
collegechoiceplan.com
866-400-7526 |
no |
plan (no load)
broker (5.25) |
0.75 to 2.64 |
| IOWA |
College Savings Iowa
Vanguard
collegesavingsiowa.com 888-672-9116 |
yes |
plan only (no load) |
0.65 |
| KANSAS |
Learning Quest 529 Education Savings
Program
American Century
learningquest.com
800-579-2203 |
yes |
plan (no load)
broker (3.25) |
0.47 to 1.31 |
| KENTUCKY |
Kentucky Education Savings Plan
Trust
TIAA-CREF
kysaves.com 877-598-7878 |
no |
plan only (no load) |
0.8 |
| LOUISIANA |
START Saving Program
Vanguard
startsaving.la.gov
800-259-5626 |
yes |
plan only1 (no load) |
0.15 to 0.28 |
| MAINE |
NextGen College Investing Plan
Merrill
Lynch
nextgenplan.com 877-463-9843 |
no |
plan (no load)
broker (5.75) |
0.72 to 2.63 |
| MARYLAND |
Maryland College Investment Plan
T. Rowe Price
collegesavingsmd.org
888-463-4723 |
yes |
plan only (no load) |
0.84 to 1.09 |
| MASSACHUSETTS |
U. Fund College Investing Plan
Fidelity
fidelity.com/ufund 800-544-2776 |
no |
plan only (no load) |
0.86 to 1.15 |
| MICHIGAN |
Michigan Education Savings Program
TIAA-CREF
misaves.com 877-861-6377 |
yes |
plan only (no load) |
0.652 |
| MINNESOTA |
Minnesota College Savings Plan
TIAA-CREF
mnsaves.org
877-338-4646 |
no |
plan only (no load) |
0.65 |
| MISSISSIPPI |
Mississippi Affordable College Savings Program
TIAA-CREF
collegesavingsms.com
800-486-3670 |
yes |
plan (no load)
broker (5.00) |
0.70 to 0.90 |
| MISSOURI |
Missouri Saving for Tuition
TIAA-CREF
missourimost.org
888-414-6678 |
yes |
plan (no load)
broker (5.00) |
0.65 |
| MONTANA |
Montana Family Education Savings Program
College
Savings Bank
montana.collegesavings.com 800-888-2723 |
yes |
plan (no load)
broker (no load) |
none |
Pacific Funds 529 College Savings Plan
College
Savings Bank/Pacific Life
collegesavings.pacificlife.com 800-722-2333 |
yes |
plan1 (no load)
broker (5.50) |
0.50 to 2.55 |
| NEBRASKA |
AIM College Savings Plan
Union Bank &
Trust/AIM Capital Management
aiminvestments.com
877-246-7526 |
yes |
plan (no load)
broker (5.50) |
0.90 to 2.02 |
College Savings Plan of Nebraska
Union Bank
& Trust
planforcollegenow.com 888-993-3746 |
yes |
plan (no load)
broker (5.75) |
0.65 to 2.29 |
| NEVADA |
Upromise College Fund
Vanguard/Upromise
upromisecollegefund.com 800-587-7305 |
no state tax |
plan only (no load) |
0.65 |
USAA College Savings Plan
USAA Investment
Management Company
usaa.com 800-292-8825 |
no state tax |
plan only (no load) |
1.1 |
Vanguard 529 College Savings Plan
Vanguard/Upromise
vanguard.com
866-734-4530 |
no state tax |
plan only (no load) |
0.60 to 0.81 |
| NEW HAMPSHIRE |
Fidelity Advisor 529 Plan
Fidelity
advisor.fidelity.com 877-208-0098 |
no state tax |
broker only (5.75) |
0.95 to 1.64 |
UNIQUE College Investing Plan
Fidelity
fidelity.com/unique 800-544-1914 |
no state tax |
plan only (no load) |
0.85 to 1.14 |
| NEW JERSEY |
NJBEST 529 College Savings Plan
Franklin
Templeton
njbest.com 877-465-2378 |
no |
plan only1 (no load) |
0.85 to 1.24 |
| NEW MEXICO |
CollegeSense 529 Higher Education Savings
Plan
Evergreen
collegesense.com
866-529-7367 |
yes |
broker only (5.75) |
0.67 to 2.21 |
Scholar'sEdge
OppenheimerFunds
scholarsedge529.com 866-529-7283 |
yes |
broker only (4.75) |
0.98 to 1.45 |
The Education Plan
OppenheimerFunds
theeducationplan.com 877-337-5268 |
yes |
plan only (no load) |
0.80 to 0.95 |
| NEW YORK |
New York's 529 College Savings Program Direct Plan
Vanguard
nysaves.org 877-697-2837 |
yes |
plan only (no load) |
0.58 |
| NORTH CAROLINA |
North Carolina's National College Savings
Program
College Foundation
cfnc.org/savings
800-600-3453 |
no |
plan only (no load) |
0.30 to 1.37 |
| NORTH DAKOTA |
College SAVE
Morgan Stanley
collegesave4u.com 866-728-3529 |
no |
broker only (no load) |
1.67 to 2.21 |
| OHIO |
CollegeAdvantage 529 Savings Plan
Putnam Investments/Vanguard
collegeadvantage.com 800-233-6734 |
yes |
plan only (no load) |
0.35 to 1.42 |
Putnam CollegeAdvantage
Putnam Investments
putnaminv.com 800-225-1581 |
yes |
broker only (5.25) |
1.01 to 2.76 |
| OKLAHOMA |
Oklahoma College Savings Plan
TIAA-CREF
ok4saving.org
877-654-7284 |
yes |
plan only (no load) |
0.75 to 0.77 |
| OREGON |
Oregon College Savings
Plan
OppenheimerFunds
oregoncollegesavings.com 866-722-8464 |
yes |
plan only (no load) |
0.33 to 1.04 |
| PENNSYLVANIA |
TAP 529
Delaware Investments/Calvert
tap529.com
800-440-4000 |
no |
plan1 (no load)
broker (5.75) |
0.80 to 2.64 |
| RHODE
ISLAND |
CollegeBoundfund
AllianceBernstein
collegeboundfund.com 888-324-5057 |
yes |
plan (no load)
broker (4.25) |
0.68 to 2.29 |
| SOUTH
CAROLINA |
Future Scholar
Banc of America Capital
Management
futurescholar.com 888-244-5674 |
yes |
plan1 (no load)
broker (5.75) |
0.30 to 2.60 |
| SOUTH DAKOTA |
CollegeAccess 529 Plan
Allianz Global
Investors
collegeaccess529.com 866-529-7462 |
no state tax |
plan1 (no load)
broker (5.50) |
1.07 to 2.55 |
| TENNESSEE |
Tennessee's BEST 529 College Savings
Plan
TIAA-CREF
tnbest.org 888-486-2378 |
no |
plan only (no load) |
0.8 |
| TEXAS |
Tomorrow's College Investment Plan
Enterprise
Capital Management
enterprise529.com 800-445-4723 |
no state tax |
plan (no load)
broker (4.75) |
0.45 to 1.00 |
| UTAH |
Utah Educational Savings Plan
Utah Higher Ed. Assist.
Auth./Vanguard
uesp.org 800-418-2551 |
yes |
plan only (no load) |
0.25 to 0.40 |
| VERMONT |
Vermont Higher Education Investment
Plan
TIAA-CREF
vsac.org 800-637-5860 |
no3 |
plan only (no load) |
0.8 |
| VIRGINIA |
CollegeAmerica
American Funds
virginia529.com 800-421-4120 |
yes |
broker only (5.75) |
0.66 to 1.26 |
Virginia Education Savings Trust
VEST Investment Advisory
Committee
virginia529.com 888-567-0540 |
yes |
plan only (no load) |
0.85 to 1.00 |
| WEST
VIRGINIA |
SMART529 WV Direct
Hartford Life
smart529.com
877-767-8529 |
yes |
plan only1 (no load) |
1.16 |
| WISCONSIN |
EdVest
Wells Fargo Funds Management
edvest.com
888-338-3789 |
yes |
plan (no load)
broker (5.75) |
0.35 to 1.12 |
Tomorrow's Scholar
Wells Fargo Funds
Management
tomorrowsscholar.com 866-677-6933 |
yes |
broker only (5.75) |
0.75 to 1.23 |
| WYOMING |
College Achievement Plan4
Mercury
Advisors
collegeachievementplan.com 877-529-2655 |
no state tax |
plan1 (no load)
broker (no
load5) |
1.82 to 2.43 |
Notes: Expense ratios encompass all fund options, plus any
management or administrative fees; other fees may
apply.
1 Available to state residents only.
2 Scheduled to drop to 0.60 percent. 3 Tax
credit available. 4 Plan changes pending.
5 Broker earns 1 percent up front and 0.50 percent annually
thereafter.
|