Alight 529 College Savings Plan Comparison

529 College Savings Plan Comparison

Please select your State of Residence from the drop down menu to begin.

After selecting your State of Residence, you can compare up to five College Savings Plans at the same time by choosing 'Add A Plan'.

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General

State Sponsor

Program Manager

Investment Manager/Underlying Investments

Residency Required

How To Purchase

State Benefits & Tax Information

Maximum Annual State Deduction

Are qualified distributions from in-state plans state-tax exempt?

Are qualified distributions from out-of-state plans state-tax exempt?

State Tax Treatment Of Rollovers

Tax Recapture Provisions

Beneficiary Age Restrictions

Contributions

Minimum contributions

Maximum funding amount

Summary of Investment Options

Age-based portfolios

Individual portfolios

Summary of Fees & Expenses*

Enrollment

Maintenance

Program Management

Expenses of Underlying Investments

Total Asset-based Expense Ratio

Other Features

Creditor protection

Formal agreement with rewards program or outside scholarship program?

Time or age restrictions

Plan Documents

Plan Disclosure Document

Contact Information

Telephone

Web address

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This information may help you consider ways in which you may save for college. It is based on selections made by you. No tax, investment, financial or legal advice is offered or given by this tool. In addition, information provided by this tool is intended to be one aid in comparing college savings plans and should not be relied upon as the only source of information for you to consider. The information is derived from publicly available sources, is intended for illustrative purposes and we cannot guarantee its accuracy or completeness. Because your circumstances are unique, you need to assess your own situation and you may want to consult your tax or financial advisor for guidance.

Investments in 529 college savings plans are neither FDIC insured nor guaranteed and may lose value. Some states offer favorable tax treatment to their residents only if they invest in the state's own plan. You should consult your tax advisor. Before investing in a plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. Plan disclosure documents contain this and other information about a plan and may be obtained from each state plan. Investors should read these documents carefully before investing.

DST Systems, Inc., an SS&C company, the plan sponsor, Alight Solutions LLC, and their subsidiaries and affiliates are not responsible for any errors or omissions or for the results obtained from the use of this comparison tool, nor do they have any fiduciary duties, responsibilities or liabilities relative to your use of or the results obtained with this illustrative tool. In no event shall SS&C, the Plan Sponsor Alight Solutions LLC or their subsidiaries or affiliates be liable for any indirect, special or consequential damages in connection with the results of your use of this information.