ScholarShare 529

EMPLOYEES

A college savings plan
for everyone.

This video gives an overview of California’s ScholarShare 529 program.

ScholarShare 529 is a Gold-rated1 college savings plan offering tax-free growth, low fees, smart investments, and flexibility.

And with a host of companies participating in our Workplace Savings Program, you can setup direct deposit through your employer.

1In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars – Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of ScholarShare 529, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.

Need Help?

If you need help opening an account, rolling over an existing 529 or have any questions, schedule a free in-person or phone consultation.

You may also...
Attend our next webinar.

OR, call 800-544-5248.

Let's Get Started:

1
Open a ScholarShare 529 Account
2
Set Up Direct Deposit by Enrolling Online
3
Check With Your Employer
  • You may need an additional form from your employer to initiate payroll direct deposit. Or, simply contact us and we'll provide what you need.
REGISTER FOR OUR NEXT WEBINAR

Our free online webinars are a great way to learn more about ScholarShare 529.

This webinar can help you decide if ScholarShare 529 is the right choice for you, explain how to open a new account or roll over an existing 529 plan – and there is always an opportunity to ask questions. Find out when our next webinar is, and reserve your spot today.

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