Those applying for financial aid will begin to see a redesigned and streamlined FAFSA form and the replacement of the Expected Family Contribution (EFC) with the Student Aid Index (SAI). What you need to know to navigate the new FAFSA.
Regulatory updates for Grandparents
Recent industry regulations have introduced important changes that enhance planning opportunities for grandparents. Whether in or near retirement, 529 plans can be a powerful tool to transfer assets to future generations, while still maintaining control.
Employer matching for Student loan repayment
Industry regulation continues to make it easier to achieve both education and retirement goals. As part of SECURE Act 2.0, employers can match an employee’s student loan repayment with a contribution into their retirement plan.
New education savings opportunities for New Mexico residents
Explore some of the many ways New Mexico residents can capitalize on a 529 plan's flexibility and how it can be a valuable tool in planning for your financial future.
Scholar's Edge 529 enrollment kit
The Scholar's Edge 529 Plan enrollment kit contains materials needed to enroll in the plan, including the investor brochure, enrollment forms and the plan description.
Scholar's Edge plan description and participation agreement
This plan description and participation agreement describe the terms of your account with Scholar's Edge.
Navigating market cycles whitepaper
During unpredictable financial markets, it can be tempting to deviate from your education savings plan. While this is natural, it’s important to avoid impulsive decision-making, as it can lead to unwanted financial outcomes.
29 ideas for using your 529 plan
529 plans are a popular way to save for education, but did you know that they offer much more flexibility than just paying for college? Explore some of the many ways you can capitalize on a 529 plan’s flexibility and how it can be a valuable tool in planning for your financial future.
SECURE Act 2.0 overview
SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.
Benefits of using a financial professional for 529 plans
Financial professionals can help your family reach your education savings goals, working with your unique financial situation.
Scholar's Edge 529 Spanish brochure
¿Por qué invertir en plan 529? Un Plan 529 es una de las mejores maneras de ahorrar para la educación e invertir hoy puede significar más dinero ahorrado para el futuro.
Tips for a lifetime of successful savings
Throughout your life, you will have ideal opportunities to save for your goals like retirement and education. Learn how to take advantage of these opportunities when they arise.