WebUpromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses BlackRock, Schwab, DFA, American Funds, T.Rowe Price, Carillon Tower Advisors and Vanguard funds in its Year of Enrollment … WebCollegeChoice Advisor 529 Savings Plan P.O. Box 219354 Kansas City, MO 64121 For overnight delivery or registered mail, send to: CollegeChoice Advisor 529 Savings Plan 1001 E 101st Terrace, Suite 200 Kansas City, MO 64131 1. Current Account information Account Number Telephone Number Name of Account Owner (first, middle initial, last)
CollegeChoice CD 529 Savings Plan - Saving for College
WebThe fees associated with the CollegeChoice Advisor 529 Savings Plan vary depending on your portfolio option, share class choice and other circumstances. But because this is an advisor-sold 529 plan, you may encounter additional fees you won’t find in a direct plan. These are typically charged to compensate advisors and others associated with ... Web529 QuickView®: Easy 529 account management for Financial Professionals. Safely access and review your clients' data. Get immediate online access to your clients' Ascensus … culver city bus 1 schedule
Individual Portfolios CollegeChoice 529
WebThe Indiana CollegeChoice 529 Plan is the name of Indiana's traditional investment-based 529 Plan. This plan offers a variety of investment options, including age-based portfolios that become more conservative as the child approaches college, and static investment fund options. The funds offered include Vanguard, DFA, and Dodge & Cox. WebUpromise Investments, Inc., which was acquired by Ascensus College Savings in 2013, became manager of the Indiana CollegeChoice Advisor 529 Savings Plan in September 2008, replacing JPMorgan. The plan uses BlackRock, Schwab, DFA, American Funds, T.Rowe Price, Carillon Tower Advisors and Vanguard funds in its Year of Enrollment … WebTwo FDIC-insured options are offered in the CollegeChoice CD 529 Savings Plan: (1) fixed-rate CDs with one-year, two-year or three-year maturities, and (2) the Honors Savings Account, a high-yield savings account available from College Savings Bank, a Division of NexBank. The plan ceased offering InvestorSure CDs and CollegeSure CDs to investors … east nashville historic district