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Investment Options to Help Meet Your Needs

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Everyone saves for college a little differently. Explore the different investment options available for the Scholars Choice 529 Plan to determine which one works best for you.


ACES: Advisor Commitment to 401(K) Education and Service

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A systematic process to gain and retain more 401(k) business can be accomplished by emphasizing education and service in every step of the sales process.


Scholars Choice 529 College Savings Advisor FAQs

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529 Plans: Everything advisors need to know about college savings and the Scholars Choice difference.


Scholars Choice FAQ's

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529 Plans: Everything you need to know about college savings and the Scholars Choice difference.


Scholars Choice Enrollment Kit - Merrill Lynch

Literature

Contains Enrollment Brochure, New Account Application, Rollover Form, ROA Form and PDS. IMPORTANT: The New Account Application in this kit is not required if the account is being established on the Merrill Lynch omnibus platform.


ACES - Plan Design - Prospecting Letter

Literature

A sample prospecting letter for advisors to use when communicating with plan sponsors about the retirement plan design options.


Scholars Choice Enrollment Kit

Literature

Provides informative strategy and performance documentation, application forms and regulatory information on the fund.


Scholars Choice Product Overview Brochure

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A brochure outlining the benefits of investing early in Scholars Choice 529 College Savings Program. Includes Investment Choices based on fund portfolios.


Leveraging Your Technology Resources

Literature

Tips on how LinkedIn, Google Alerts, and other technology resources can help financial professionals become more efficient and better connected.


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.