Blackrock collegeadvantage

    • [PDF File]529 Plan Data - College Savings

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      529 Plan Data Reporting date: June 30, 2013 Program Name Assets Under Management Open Accounts * Alabama Prepaid Affordable College Tuition (PACT) Program $245,154,494 32,791 Alabama CollegeCounts 529 Fund - Advisor $851,524,754 48,049

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    • [PDF File]Voluntary Payroll Deduction Authorization Form

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      Blackrock CollegeAdvantage 529 Bi-Weekly Aflac Products* Bi-Weekly * = This plan is subject to restriction and limitation. You may not be able to change deductions based on plan rules or legislation. Employee Authorization 1.) I hereby authorize the Human Resources Office of Whitehall Township to initiate, terminate, or change a payroll

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    • [PDF File]Plan Composite Performance Rankings as of March 31, 2012 ...

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      26 Ohio: BlackRock CollegeAdvantage 529 Plan 71.69 27 Nevada: Putnam 529 for America 71.80 28 Michigan: MI 529 Advisor 72.41 29 Oklahoma: Oklahoma Dream 529 Plan 73.77 30 Rhode Island: CollegeBoundfund (Advisor-sold) 73.80 31 New Jersey: Franklin Templeton 529 College Savings Plan 74.96 32 New Hampshire: Fidelity Advisor 529 Plan 77.28

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    • [PDF File]DAILY COURT REPORTER

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      ninth consecutive year. BlackRock CollegeAdvantage, Ohio’s Advisor 529 Plan, also retained its bronze ranking. This makes Ohio one of only four state programs that have both their Direct and Advisor 529 Plans ranked as medal class investment options by Morning-star. In addition, the Ohio Direct 529 Plan is one of only three plans in the

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    • [PDF File]OHIO CONSTITUTIONAL MODERNIZATION COMMISSION

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      Mr. Gorrell said OTTA currently sponsors three plans under the CollegeAdvantage 529 College Savings Program: the CollegeAdvantage Direct 529 Savings Plan, the CollegeAdvantage Advisor 529 Savings Plan offered through BlackRock, and the CollegeAdvantage Guaranteed 529 Savings Plan, which is closed to new investments.

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    • [PDF File]529 college savings plans

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      Arkansas Yes Blackrock – iShares ETF 529 Plan California No None Colorado Yes Legg Mason – Scholars Choice College Savings Program Connecticut Yes Hartford – CHET Advisor Delaware No None District of Columbia Yes None Florida No None Georgia Yes None Hawaii No None Idaho Yes None Illinois Yes Union Bank and Trust – Bright Directions

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    • [PDF File]Assets Under Program Name Management Open Accounts

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      Management Open Accounts * Alabama Prepaid Affordable College Tuition (PACT) Program $217,641,251 32,382 Alabama CollegeCounts 529 Fund - Advisor $944,945,018 48,724 ... Ohio - BlackRock CollegeAdvantage 529 (advisor) $4,505,299,731 346,566 Oklahoma College Savings Plan $601,081,306 42,539

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    • [PDF File]College - PC\|MAC

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      of BlackRock, Program Manager for the popular CollegeAdvantage Advisor 529 Savings Plan, available through many brokers and banks. “The starting contribution in most plans is just $15 to $25. Even if you only get a few years of tax-free growth, the cost of savings outweighs the cost of borrowing.” In other words, saving even a small amount of

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    • [PDF File]529 college savings plans

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      Ohio Yes BlackRock—CollegeAdvantage 529 Plan Oklahoma Yes Allianz—OklahomaDream529 Oregon Yes MFS—MFS 529 Savings Plan Pennsylvania Yes5 None Rhode Island Yes Invesco—CollegeBoundfund South Carolina Yes Columbia—Future Scholar 529 Plan South Dakota No Allianz—CollegeAccess 529 Tennessee No None Texas No Northstar—LoneStar 529 Plan ...

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    • [PDF File]529 Plans: Case Study for State Sponsored Private Sector ...

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      BlackRock CollegeAdvantage - OH USAA College Savings - NV Average Amount Saved for College Average Amount Saved for College, by Age of Child Source: Sallie Mae, as of 04.09.2014, Strategic Insight, as of 09.30.2014 $15,300 $10,300 $16,500 $21,400 All families Child ages 0-6 Child ages 7-12 Child ages 13-17 Highest & Lowest Average Account Size

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    • [PDF File]Approved Panel of Providers Updated November 20, 2012

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      Approved Panel of Providers For representative use only – Updated November 20, 2012 Mutual Funds Alger Family of Funds AllianceBernstein Allianz/PIMCO Funds American Century Investments American Funds Aquila Group of Funds Ariel Funds Aston Funds Ave Maria Funds Blackrock Funds Calamos Funds Calvert Funds Columbia Funds Davis Funds

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    • Approved Panel of Providers

      BlackRock CollegeAdvantage (Ohio) Bright Directions (Illinois) CollegeChoice 529 (Indiana) CollegeCounts 529 (Alabama) Fidelity Advisor 529 Plan (New Hampshire) Franklin Templeton 529 Plan (New Jersey) Hartford Smart 529 College Savings (West Virginia) Invesco CollegeBound (Rhode Island) Ivy Funds InvestEd (Arizona)

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    • [PDF File]Withdrawals 529 College Savings Plan - Fidelity Investments

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      Withdrawals – 529 College Savings Plan Use this form to make a one-time withdrawal (either full or partial) from a 529 College Savings Plan. Do NOT use this form to transfer assets to another beneficiary. Type on screen or print out and fill in using CAPITAL letters and black ink. If you need more room

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    • [PDF File]A WAY TO SAVE FOR COLLEGE THAT’S LESS TAXING

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      BlackRock Investments, LLC (“BRIL”), Distributor. The iShares 529 Plan is offered to residents of all states. However, you should note that (i) depending on the laws of the state where you or ...

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