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Why ScholarShare 529

• Benefits of our 529
• A Plan for Everyone
• About Us

Learn and Plan

• How Our 529 Works
• Compare Ways To Save
• How much will college cost?

Investment Options

• Compare Investment Portfolios
• Enrollment Year Investment Portfolio
  • 2040/2041 Enrollment Portfolio Active
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  • 2024/2025 Enrollment Portfolio Active
  • Enrollment Year Portfolio Active
  • 2040/2041 Enrollment Portfolio Passive
  • 2038/2039 Enrollment Portfolio Passive
  • 2036/2037 Enrollment Portfolio Passive
  • 2034/2035 Enrollment Portfolio Passive
  • 2032/2033 Enrollment Portfolio Passive
  • 2030/2031 Enrollment Portfolio Passive
  • 2028/2029 Enrollment Portfolio Passive
  • 2026/2027 Enrollment Portfolio Passive
  • 2024/2025 Enrollment Portfolio Passive
  • Enrollment Year Portfolio Passive
  • 2040/2041 Enrollment Portfolio ESG
  • 2038/2039 Enrollment Portfolio ESG
  • 2036/2037 Enrollment Portfolio ESG
  • 2034/2035 Enrollment Portfolio ESG
  • 2032/2033 Enrollment Portfolio ESG
  • 2030/2031 Enrollment Portfolio ESG
  • 2028/2029 Enrollment Portfolio ESG
  • 2026/2027 Enrollment Portfolio ESG
  • 2024/2025 Enrollment Portfolio ESG
  • Enrollment Year Portfolio ESG
• Risk-Based Portfolio
  • Active Diversified Equity Portfolio
  • Active Growth Portfolio
  • Active Conservative Portfolio
  • Active International Equity Portfolio
  • Passive Diversified Equity Portfolio
  • Passive Growth Portfolio
  • Passive Conservative Portfolio
  • Index International Equity Portfolio
  • Index Bond Portfolio
  • Index U.S. Equity Portfolio
  • Social Choice Equity Portfolio
  • ESG International Equity Portfolio
  • ESG Bond Portfolio
• Guaranteed
  • Principal Plus Interest Portfolio
• Daily Price & Performance
• Fees & Expenses

Resources

• Popular Resources
• Planning tools
  • College Savings Calculator
  • Savings Plan Estimator
  • Risk Tolerance Tool
• Frequently Asked Questions
• Giving to a 529
• California 529 glossary

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Utility

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Program

• Onboarding
• Financial Professionals
• Children’s Savings Accounts
  • CSA Research
  • CSA Equip
• SIE Employee College Savings Program
• Mechanics Bank Employee College Savings Program
• Google Employee College Savings Program
• Hackensack Meridian Health Team Member College Savings Program
• Report on Higher Education 2022
• ScholarShare CSM - 2023

• Schedule an appointment
• 529 At Work
• Events and Webinars
  • September 27, 2023, webinar
  • October 11, 2023, webinar
  • October 25, 2023, webinar
  • November 15, 2023, webinar
  • November 29, 2023, webinar
  • December 13, 2023, webinar
  • October 18, 2023, HR webinar
  • November 15, 2023, HR webinar
  • December 6, 2023, HR webinar
• News