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EXPLORE YOUR INVESTMENT OPTIONS

We know that choosing investment options can be overwhelming, but The Education Plan® can help make it easy. With a range of professionally managed investments, your Education Plan account has the flexibility to meet your investment needs.

 

Select your investment approach:

 

keep it simple

This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments assuming enrollment at age 18* that automatically changes to match the shortening time horizon and appropriate risk levels.

Depending on your beneficiary's intended enrollment year, you may want to consider a different investment strategy

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This "do-it-yourself" approach* allows you to choose any combination of portfolios available in the plan equaling 100%. Portfolios include Year of Enrollment, Static and Active Allocation, and Individual funds.

*Generally, this approach is for experienced investors who are comfortable selecting their own investment strategy or for those who may have different investment objectives.

When Will the Beneficiary Need the Funds?

This approach is based on the beneficiary's year of enrollment. It consists of a blend of investments that automatically changes to match the shortening time horizon and appropriate risk levels.

  • 19+ years
  • 17-18 years
  • 16-15 years
  • 13-14 years
  • 11-12 years
  • 9-10 years
  • 7-8 years
  • 5-6 years
  • 3-4 years
  • 1-2 years

Year of Enrollment Portfolios Glidepath: 2040 - 2041

*Allocation information updated 8/31/21

 
 

AVAILABLE OPTIONS

Click on a section for more information on portfolios.

Allocation Portfolios

Eight allocation-based portfolios consisting of a mix of underlying funds are available and designed to match a desired risk level and investment management style.

 

Individual Portfolios

Five individual portfolios are available to create your own personalized investment mix. These portfolios consist of a single underlying fund made up of a mix of similar types of investments and risk levels.

Year of Enrollment Portfolios

Eleven Portfolios are available based on your beneficiary’s anticipated year of enrollment*. As the year of enrollment approaches, the underlying investments will automatically change to match the shortening time horizon and appropriate risk levels.

*Assuming enrollment at age 18. Depending on your beneficiary’s intended year of enrollment, you may want to consider a different investment approach.

Opening an account with The Education Plan is easy.
It only takes about 15 minutes.

You'll need the following for yourself and the beneficiary you're enrolling:

  • Beneficiary's Date of Birth
  • Beneficiary's Social Security Number or Tax Identification Number (TIN)
  • Your Social Security Number or TIN
  • U.S. Street address (not P.O. Box)
  • Your bank routing number

ENROLL ONLINE NOW!

Enroll Today

Please select how you would like to enroll below: