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Dream, learn and save for your educational goals
Dream, learn, and save for your education goals

A Scholar’s Edge 529 Plan can help you plan for your educational goals.

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Dream
How do you make education dreams come true? Discover the many ways you can benefit from a 529 plan to achieve your educational goals.
Learn
It’s easier to achieve educational goals with the right planning. Learn the advantages of a 529 plan and how it can be used to benefit you.
Save
Investing in education savings now can help shape the future. Save for education with an experienced financial professional.

Debunk common myths regarding 529 plans or learn more about the benefits of 529 plans for grandparents.

Myths about 529 plans

Information for grandparents
Why Scholar’s Edge?

Making brighter tomorrows a reality through smarter choices for education savings
Benefits of Scholar’s Edge 529 Plan
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Accessibility

We provide online resources and tools to easily manage your account across a range of topics:

  • Additional contributions
  • Withdrawals
  • Investment changes
  • Changes to banking instructions
  • Changes to delivery preferences
  • Profile updates
  • Access to education savings resources
  • Automatic Investment Programs (AIPs), like payroll direct deposit, allow you to ‘set it and forget it’. Start the process by downloading our payroll direct deposit form (PDF).
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Flexibility

We’ve improved Scholar’s Edge to make life’s important choices even easier.

  • Comprehensive range of investment options
  • Low minimum investment with as little as $1
  • High maximum investment of $500,000 per beneficiary
  • No income limit—no matter your salary, you can start saving in the Scholar’s Edge 529 Plan
It’s easy to give the gift of education with Scholar’s Edge

Opportunities for contribution and gifting
Start saving today

Dream big. Learn more. Save for the future.

Take the first step in securing your loved one’s education today with the Scholar’s Edge 529 Plan.

Take the first step
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Footnotes

Source: Sway Research State of Target Date Market, 2025. Rating refers to the AUM in the U.S. market. This ranking includes both Target Date CIT and Target Date funds. Source: Sway Research State of Target Date Market, 2025. Rating refers to the AUM in the U.S. market. This ranking includes both Target Date CIT and Target Date funds.