529 College Savings Plan Providers

529 college savings plan providers offer tax-advantaged savings plans used to save for future higher education expenses.
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Candidly

Candidly

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Company Overview

Founded

2016

Employees

150

Funding Summary

20.5M Angel Round

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About Candidly

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth.

Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap... Show More
ScholarShare 529

ScholarShare 529

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Founded

1999

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Not Provided

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About ScholarShare 529

ScholarShare 529 is the official college savings plan of California. Employees can save thousands of dollars in taxes on their college savings through payroll deduction with ScholarShare 529 – at no cost to their companies. With 100% tax-free growth, families can have up to 25% more money for higher education – funds which can be used for a range of qualified expenses at eligible schools nationwide. So, whether a child is headed to an Ivy League school or a culinary academy, needs funds for tuition or textbooks, ScholarShare 529 is a smart, tax-advantaged way to save for their bright future.
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my529

my529

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Founded

1996

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Not Provided

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About my529

f you are going to invest your money in a my529 account, we encourage you to learn how our college savings plan works. The Program Description explains the investment options, rules on contributions and withdrawals, tax benefits, fees, and risks. Your investment could lose value. Except for the FDIC-insured option, my529 investments aren’t guaranteed. Show More
Bright Start

Bright Start

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Founded

2000

Employees

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Not Provided

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About Bright Start

Bright Start is Illinois’ 529 College Savings Plan, recognized by Morningstar as one of the nation’s best plans. Administered by Illinois State Treasurer Michael Frerichs, Bright Start offers state income tax deductions and several investment options.
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CollegeInvest

CollegeInvest

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Founded

1979

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Not Provided

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About CollegeInvest

CollegeInvest manages Colorado’s 529 College Savings Program, an easy way to save for college and capitalize on tax benefits with your contributions. Because no two families are alike, our program offers a variety of plans and savings options. Regardless of which plan you choose, if you are a Colorado resident, every dollar you contribute can be deducted from your Colorado state income tax. Additionally, your earnings and interest gains are not taxed as long as you use your funds for higher education purposes.
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CollegeChoice 529

CollegeChoice 529

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Founded

1997

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Not Provided

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About CollegeChoice 529

The CollegeChoice 529 Savings Plan is administered by the Indiana Education Savings Authority, a quasi-governmental unit of Indiana State Treasurer Kelly Mitchell's office.CollegeChoice 529 is a convenient, affordable way to save for higher education expenses. Opening an account takes as little as ten minutes and a minimum contribution of $10. With a variety of investment options and multiple tax advantages, CollegeChoice 529 is the smart way for Hoosiers to save for post-high-school education.
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The Education Plan

The Education Plan

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About The Education Plan

Offered by The Education Trust Board of New Mexico, The Education Plan is New Mexico’s official direct-sold 529 college savings plan.

A 529 college savings plan is designed to help you pay for college expenses. Money in a 529 college savings plan has tax advantages, is professionally managed, and may benefit from the power of compounded growth. Show More
Edvest

Edvest

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Founded

1997

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Not Provided

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About Edvest

Edvest, Wisconsin’s official 529 college savings plan, is a simple way for families to save for higher education costs. Funds saved with Edvest can be used at colleges, universities, technical colleges, graduate schools and professional schools nationwide and abroad. When a child is ready for college, their Edvest funds can go with them. Employees who have Edvest as part of their benefits package (at no cost to their company) can contribute to their account via payroll direct deposit. With a variety of investment options, low plan fees, and tax benefits, including a state tax deduction for Wisconsin residents, Edvest is... Show More
BenefitEd

BenefitEd

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Founded

2016

Employees

30

Funding Summary

Not Provided

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About BenefitEd

BenefitEd offers tailored student loan repayment programs, tuition reimbursement, and college savings programs to employers looking to build highly competitive, differentiated benefits packages. We offer these programs directly to employers and through benefits brokers. Show More
SavvyFi

SavvyFi

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Min. Group Size

-

Lives Serviced

600,000

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Product Description

SavvyFi’s 529 Plan offering is designed to make education savings both accessible and advantageous for employees and their families.

Our platform seamlessly integrates with a leading, nationally-available 529 program,... Show More
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Thrive Flexible Matching

Thrive Flexible Matching

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Unsaddl

Unsaddl

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-

Lives Serviced

56,000

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Product Description

Employer and employees can contribute towards employees’ 529 plans Show More
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PayForED.com

PayForED.com

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Founded

2015

Employees

10

Funding Summary

Not Provided

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About PayForED.com

PayForED is a Student Loan Assistance Platform that helps employers, employees, and financial advisors navigate the student loan, repayment, forgiveness, and college funding decision process. Our three-step approach simplifies a complex process by generating easy-to-understand customized answers. The PayForED platform is more inclusive since it helps more employees than the traditional loan repayment solutions. Our DIY platform makes it affordable for both employers and employees to get the right advice. Personalized consultations are available based on the needs of the employees and the organization. Show More
College Foundation of North Carolina

College Foundation of North Carolina

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Founded

2000

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Not Provided

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About College Foundation of North Carolina

College Foundation of North Carolina (CFNC) is a free service of the State of North Carolina that helps students plan, apply, and pay for college. CFNC is a partnership of Pathways, the N.C. State Education Assistance Authority, and College Foundation, Inc.
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College Savings Iowa

College Savings Iowa

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Founded

1998

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Not Provided

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About College Savings Iowa

College Savings Iowa welcomes any and all comments and interaction on this page. However, wall posts will be moderated. Posters shall not misrepresent their identity nor impersonate any person.Comments will be removed if they: contain offensive or vulgar language or photos; are associated with unlawful activity; are personal attacks on staff members or any members of the public; or discriminate on the basis of race, creed, color age, religion, gender, marital status, genetics, status with regard to public assistance, national origin, physical or intellectual disability or sexual orientation.Investment returns are not guaranteed and you could lose money by investing in... Show More
Connecticut Higher Education Trust (CHET)

Connecticut Higher Education Trust (CHET)

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Founded

1997

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Not Provided

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About Connecticut Higher Education Trust (CHET)

The Connecticut Higher Education Trust (CHET) is the only direct-sold 529 college savings program that provides a Connecticut income tax deduction. The CHET 529 plan is designed to help families save for future college costs.
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Florida Prepaid

Florida Prepaid

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Founded

1989

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Not Provided

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About Florida Prepaid

The Florida Prepaid College Board administers two Qualified Tuition Programs ($15 billion) for the State of Florida pursuant to Section 529 of the Internal Revenue Code: the Stanley G. Tate Florida Prepaid College Program and the Florida 529 Savings Program. The Prepaid Program allows Florida families to prepay the cost of college tuition, required fees, and dormitory housing at a state college or university in Florida at a price lower than the projected future cost of enrollment. The Savings Program allows families nationwide to invest for future higher education expenses.
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Franklin Templeton

Franklin Templeton

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Founded

1947

Employees

5,001

Funding Summary

Not Provided

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About Franklin Templeton

Franklin Resources, Inc. (www.franklinresources.com) is a global investment management organization operating as Franklin Templeton. The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including... Show More
FutureScholar

FutureScholar

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Founded

1865

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About FutureScholar

The mission of State Treasurer Curtis Loftis is to serve the citizens of South Carolina by providing transparent, accountable and efficient banking, investment and financial management services for South Carolina State Government. Our commitment is to safeguard our State's financial resources and to maximize return on our State’s investments.
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John Hancock Investment Management

John Hancock Investment Management

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Founded

1969

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About John Hancock Investment Management

Navigating the challenges of today’s markets requires unique talents and expertise on a global scale. That’s why we’ve spent the past three decades building an unrivaled network of specialized asset managers, backed by some of the most rigorous investment oversight in the industry. The result is a diverse lineup of time-tested investments from one of America’s most trusted brands. Learn more about our multimanager approach at jhinvestments.com/discover.
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