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Three children with thinking hats on

529
education
savings plans


529 education savings plans are state-sponsored, tax-advantaged accounts designed to help investors save for education expenses. Explore the MI 529 Advisor plan, the only financial professional-sold 529 plan that offers Michigan residents a state income tax deduction on contributions, and the Scholars Choice Education Savings Plan, one of the largest financial professional-sold 529 plans that offers state tax benefits for Colorado residents. Both plans offer:

Questions

Account level

Contact the Scholars Choice service center at 888.572.4652, Monday to Friday, 9:00 AM to 10:00 PM ET or MI 529 service center at 866.529.8818, Monday to Friday, 8:30 AM to 6:00 PM ET.

Sales and marketing

Contact Nuveen at 800.752.8700, Monday to Friday, 8:00 AM to 7:00 PM ET.

The Scholars Choice Education Savings Plan is offered by the State of Colorado. TIAA-CREF Tuition Financing, Inc. is the Plan Manager and Nuveen Securities, LLC is the Distributor.

To establish a selling agreement with Nuveen please contact us here: 529sellingagreement@nuveen.com

There are various risks associated with an investment in the Scholars Choice Education Savings Plan; principal loss is possible.

The Scholars Choice Education Savings Plan’s Investment Portfolios are subject to the risks of the underlying fund(s) in which they invest and other risks, as described in the Plan Description. To obtain a more complete description of the investment policies and risks of the underlying funds, please refer to the current prospectuses for the underlying funds.

Before investing, carefully consider the investment objectives, risks, charges and expenses of the Scholars Choice Education Savings Plan, including whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program. For this and other information that should be read carefully, please read the Plan Description or request one at 888-5-SCHOLAR (888-572-4652).

Participation in the Scholars Choice Education Savings Plan does not guarantee that the account’s assets will be adequate to cover future tuition or other higher education expenses, or that a designated beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Contributions to an Account and the investment earnings if any, are not guaranteed or insured.

There are various risks associated with an investment in the MI 529 Advisor Plan; principal loss is possible.

The MI 529 Advisor Plan (MAP) is offered by the State of Michigan. TIAA-CREF Tuition Financing, Inc. (TFI) is the Program Manager and Nuveen Securities, LLC, member FINRA and SIPC, is the Distributor.

Before investing, carefully consider investment objectives, risks, charges, expenses, and other important information. For this and other information that should be read carefully, please read the MAP Plan Description. Also, consider whether your or your beneficiary’s home state offers any state tax or other benefits, such as financial aid, scholarship funds and protection from creditors, that are only available for investments in that state’s qualified tuition program.

Participation in MAP does not guarantee that the account's assets will be adequate to cover future tuition or other higher education expenses, or that your beneficiary will be admitted to or permitted to continue to attend an institution of higher education. Investments in MAP are not guaranteed or insured and there is risk of investment loss.

This MAP website contains links to other websites. The MAP, TFI and Nuveen Securities, LLC are not responsible for the content of those other websites.

 

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This portal is exclusively for Separately Managed Account (SMA) access and resources. Not what you need? If you're looking for 529 plan account access, please stay on this page and use the link provided below the advisor portal section.

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