Learn More About 529 Plans
- Open your account online. The moment your account is set up, you'll be able to access it.
- Open your account over the phone. Call
800-369-3641 to speak with a College Specialist.
Morningstar analysts reviewed 64 plans for its 2012 survey (10/15/12), of which 4 plans received a "Gold" rating. To determine a plan's rating, Morningstar's analysts consider five factors: the plan's strategy and investment process; the plan's risk-adjusted performance; an assessment of the plan's manager; the stewardship practices of the plan's administration and parent firm; and whether the plan's investment options are a good value proposition compared to its peers. Plans were then assign forward-looking ratings of "Gold," "Silver," "Bronze," "Neutral," and "Negative." 22 of the industry’s smallest plans were not rated.