GOOD NEWS FOR THE EDUCATION PLAN

The Education Trust Board recently announced changes to the Education Plan that decrease fees and provide more investment diversification. These enhancements underscore our commitment to helping you reach your college savings goals.

Lower-Cost Index Funds
and Lower Plan Fees

The index funds in The Education Plan are now lower-cost Vanguard Funds. In addition, management and administrative fees have been reduced to allow more of your money to go directly to saving for your student's education. Given the major fee reductions that will be implemented, The Education Trust Board of New Mexico will discontinue the refund of the state administrative fee to existing New Mexico accounts.

Increased Investment
Diversification

In addition to lower-cost index funds, we've added actively managed non-traditional and fixed income investment strategies, including real estate and TIPS, as well as Developing Markets. The addition of new asset classes improves the diversification of the investments offered within the Plan.

Click Here to see Plan investment options.

More to Come

The Education Plan is committed to providing you with a Plan that offers the ability to improve Plan options for you. In early 2018 you will be hearing more about enhancements to the Education Plan.

If you have any questions about the Plan, please call 877-337-5268 to speak with an Education Plan Specialist or click here to open an account today.

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