The 529 Plan for Education and Beyond
Scholars Choice is dedicated to making it easier for you and your loved ones to pay for an education.
An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement and Participation Agreement (www.scholars-choice.com/pds) contains more information and should be read carefully before investing.
If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits such as financial aid, scholarship funds and protection from creditors that are only available to state taxpayers investing in such plans.
It's Never Too Early to Start Saving
A Proven Plan,
With Proven Results
Tax advantages. Flexibility. Account owner control. A 529 Plan is one of the most effective education savings vehicles. Get closer to your goals with the proven results of Scholars Choice, one of the largest advisor-sold 529 plans nationwide.
At Scholars Choice we make a point to help you make the most of your contribution by offering competitive fees, a broad range of investment options and an active, multi-manager investment approach.
Have You Bought Into These 529 Myths?
Learn the facts about 529 plans and begin to forget the myths by viewing these informative videos focused on education expenses, designated beneficiaries, balance limits and gift limits.
Tools and Calculators
The Benefits of a Trusted Financial Professional
You don't have to decide alone – your financial professional has the investment insight and market perspectives you need to set a course that meets your education savings needs.
All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product’s webpage for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.
IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement and Participation Agreement contains more information and should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits benefits such as financial aid, scholarship funds, and protection from creditors that are only available to state taxpayers investing in such plans.
Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Franklin Resources, Inc., or its affiliates and are subject to risks, including loss of principal amount invested.
Franklin Resources, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks. Administered and issued by CollegeInvest, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program. QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Western Asset Management Company, and Legg Mason Investor Services, LLC are subsidiaries of Franklin Resources, Inc. Such entities became subsidiaries of Franklin Resources, Inc. in connection with Franklin Resources, Inc.’s acquisition of Legg Mason, Inc. in a transaction that closed on July 31, 2020. Templeton Global Advisors Limited, which is part of Franklin Templeton Investments, is also an affiliate of Franklin Resources, Inc. Thornburg Investment Management, Inc. is not affiliated with Franklin Resources, Inc.
Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.
CollegeInvest -- a division of the Colorado Department of Higher Education, which oversees the Colorado-sponsored 529 college savings programs -- has decided to retain TIAA-CREF Tuition Financing, Inc. (“TFI”) as the successor program manager for Scholars Choice. TFI intends to utilize funds managed by Nuveen, an investment manager affiliate of TFI, in managing Scholars Choice portfolios. Legg Mason, through its subsidiaries QS Investors, LLC and Legg Mason Investor Services, LLC, will work with TFI to transfer program assets, records, and management responsibilities while continuing to provide services under the terms of the services agreement on a transition basis, until such time as the transfer is completed. The goal of the parties is to complete the transfer in or about June 2021.