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Content library

Access literature and forms to help manage your education savings needs.

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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.

Enrollment kit

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. 

Enrollment kit

Scholar's Edge plan description and participation agreement

This plan description and participation agreement describe the terms of your account with Scholar's Edge.

Brochures

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.

Infographics

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.

Brochures

SECURE Act 2.0 overview

SECURE Act 2.0 has opened up a new and powerful planning avenue for education and retirement savers.

Infographics

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.

Brochures

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.

Infographics

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.