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Text Content

 * Home
 * Who We Are
   * About The Education Plan
   * Media & News
 * 529 Basics
   * What's A 529?
     * Putting Money in a 529
     * Using Your 529 Savings Account
     * 529 Qualified Expenses
   * 529 Plan Tax Benefits
   * The True Cost of College
   * For Employers
   * For Families
   * For Financial Professionals
 * Gifting
 * Help Desk
   * Forms and Documents
 * Contact Us
 * Investment Options
   * Pricing & Performance
 * Learning Center
   * News & Articles
   * FAQs
   * 529 College Savings Glossary

CLOSE
Skip to main content

GET STARTED

FOR FAMILIES FOR FINANCIAL PROS FOR EMPLOYERS
LOGIN OPEN AN ACCOUNT
 * Home
 * Who We Are
   * About The Education Plan
   * Media & News
 * 529 Basics
   * What's A 529?
     * Putting Money in a 529
     * Using Your 529 Savings Account
     * 529 Qualified Expenses
   * 529 Plan Tax Benefits
   * The True Cost of College
   * For Employers
   * For Families
   * For Financial Professionals
 * Gifting
 * Help Desk
   * Forms and Documents
 * Contact Us
 * Investment Options
   * Pricing & Performance
 * Learning Center
   * News & Articles
   * FAQs
   * 529 College Savings Glossary


SEARCH

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SEARCH

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LOGIN
OPEN AN ACCOUNT



HELPING YOU REACH
YOUR EDUCATION SAVINGS GOALS

The Education Plan offers families a simple tax- advantaged way to save for
future education expenses.

READ MORE
OPEN AN ACCOUNT



ADD THE EDUCATION PLAN
TO YOUR EMPLOYEE BENEFITS PACKAGE

Adding The Education Plan to your employee benefits package is an easy, no-cost,
hassle-free way for you to support the financial wellbeing of your employees and
your company’s bottom line.

DISCOVER THE BENEFITS



MANAGE YOUR CLIENTS'
529 SAVINGS ACCOUNTS


By encouraging clients to invest with The Education Plan, you can show them your
commitment to building a thoughtful education investment portfolio.

LEARN THE BENEFITS FOR FINANCIAL PROS





GET STARTED

WHAT IS
A 529 PLAN? WHY CHOOSE THE EDUCATION PLAN? EXPLORE INVESTMENT OPTIONS


ANNOUNCING THE SAVING FOR SUCCESS AWARD PROGRAM

Every student in New Mexico deserves a bright future. Administered by New Mexico
Community Trust, the college savings award program offers eligible students the
opportunity to make higher education more affordable and accessible.

Read More

Video Player



EVERYTHING YOU NEED TO KNOW ABOUT THE EDUCATION PLAN

Discover how a 529 college savings plan can help your family save more for
higher education in this short video.


LEARNING CENTER

Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center
offers families tips on saving for college, strategies for maximizing your
account
and much more.

Whatever the path, begin with a plan. The Education Plan’s 529 Learning Center
offers families tips on saving for college, strategies for maximizing your
account and much more.

VISIT THE 529 LEARNING CENTER


RECENT 529 NEWS




RECENT BLOGS

View all
14 Jul 2022


SCHOLARSHIPS AND 529 PLANS: WHAT YOU NEED TO KNOW



28 Jun 2022


FREEDOM FROM DEBT



31 May 2022


10 COMMON MYTHS ABOUT 529 COLLEGE SAVINGS PLANS



28 Sep 2022


ANNOUNCING THE SAVING FOR SUCCESS AWARD PROGRAM



05 Sep 2022


CELEBRATE COLLEGE SAVINGS MONTH WITH A 529 CONTRIBUTION



02 Aug 2022


529 WITHDRAWALS: EVERYTHING YOU NEED TO KNOW



14 Jul 2022


SCHOLARSHIPS AND 529 PLANS: WHAT YOU NEED TO KNOW



28 Jun 2022


FREEDOM FROM DEBT



31 May 2022


10 COMMON MYTHS ABOUT 529 COLLEGE SAVINGS PLANS



28 Sep 2022


ANNOUNCING THE SAVING FOR SUCCESS AWARD PROGRAM



05 Sep 2022


CELEBRATE COLLEGE SAVINGS MONTH WITH A 529 CONTRIBUTION



02 Aug 2022


529 WITHDRAWALS: EVERYTHING YOU NEED TO KNOW



14 Jul 2022


SCHOLARSHIPS AND 529 PLANS: WHAT YOU NEED TO KNOW



28 Jun 2022


FREEDOM FROM DEBT



31 May 2022


10 COMMON MYTHS ABOUT 529 COLLEGE SAVINGS PLANS





VISIT OUR BLOG



WHO IS THE EDUCATION PLAN FOR:


FOR FAMILIES

THE EDUCATION PLAN MAKES IT

EASY FOR FAMILIES TO SAVE MORE

FOR EDUCATIONAL EXPENSES.

 

• TAX-ADVANTAGES

• COVERS MANY EXPENSES

• ANYONE CAN OPEN AN ACCOUNT

• ONLY $1 MINIMUM CONTRIBUTION

 

OPEN AN ACCOUNT



FOR EMPLOYERS

ADDING THE EDUCATION PLAN TO

YOUR BENEFITS PACKAGE IS A NO-

COST WAY TO SUPPORT EMPLOYEES.

 

• NO COST TO EMPLOYER

• POTENTIAL TAX BENEFITS

• EASILY ENHANCE BENEFITS PACKAGE

• NO FIDUCIARY RESPONSIBILITY

LEARN THE BENEFITS



FOR FINANCIAL PROFESSIONALS

HELP CLIENTS BUILD A THOUGHTFUL

EDUCATIONAL INVESTMENT PORTFOLIO

WITH THE EDUCATION PLAN.

 

• AN IDEAL WEALTH-PLANNING TOOL

• BROAD INVESTMENT PORTFOLIO

• ROBUST GIFTING OPTIONS

• COMPETITIVE PRICING AND FEES

 

LEARN THE BENEFITS


WHO IS THE EDUCATION PLAN FOR:


FOR FAMILIES

OPEN AN ACCOUNT


FOR FINANCIAL PROFESSIONALS

LEARN THE BENEFITS


FOR EMPLOYERS

LEARN THE BENEFITS


QUESTIONS?


WE'RE HERE FOR YOU!
1-877-337-5268
MONDAY TO FRIDAY
8 A.M. TO 7 P.M. MT


SIGN UP & STAY CONNECTED




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ON SOCIAL MEDIA



The Education Plan® and The Education Plan® Logo are registered trademarks of
The Education Trust Board of New Mexico used under license.

Privacy & Cookie Policy


PHONE: 1-877-337-5268
WE'RE AVAILABLE MONDAY TO FRIDAY 8 A.M. TO 7 P.M. MT

OPEN AN ACCOUNT LOGIN
VIEW LEGAL DISCLOSURE

For more information about The Education Plan, call 1.877.337.5268 or view
the Plan Description and Participation Agreement, which includes investment
objectives, risks, charges, expenses, and other important information; read and
consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home
state offers any state tax or other state benefits such as financial aid,
scholarship funds, and protection from creditors that are only available for
investments in that state’s qualified tuition program. You also should consult a
financial, tax, or other advisor to learn more about how state-based benefits
(or any limitations) would apply to your specific circumstances. You also may
wish to contact directly your home state’s 529 plan(s), or any other 529 plan,
to learn more about those plan’s features, benefits and limitations. Keep in
mind that state-based benefits should be one of many appropriately weighted
factors to be considered when making an investment decision.

The Education Plan is administered by The Education Trust Board of New Mexico.
Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and
its affiliates, have overall responsibility for the day-today operations,
including investment advisory, recordkeeping and administrative services. The
Education Plan’s portfolios invest in: (i) mutual funds; (ii) exchange traded
funds; and/or (iii) a funding agreement issued by New York Life. Investments in
The Education Plan are not insured by the FDIC. Units of the portfolios are
municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the portfolios
you choose. You could lose all or a portion of your money by investing in The
Education Plan depending on market conditions. Account owners assume all
investment risks as well as responsibility for any federal and state tax
consequences.

Ugift is a registered service mark of Ascensus Broker Dealer Services, LLC.

The Education Plan® and The Education Plan® Logo are registered trademarks of
The Education Trust Board of New Mexico used under license.

All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.