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MI 529 Advisor Plan

Why choose the MI 529 Advisor Plan

Young boy with suit and glasses

As a financial professional, we realize you have many choices when it comes to your 529 plan savings business. The MI 529 Advisor Plan (MAP) is dedicated to helping financial professionals and their clients with the tools and resources necessary to achieve education savings success.

Here are three reasons why financial professionals choose us:

  1. Distinctive experience - With MAP, you and your clients access the capabilities of two world-class financial organizations, TIAA and Nuveen. TIAA1 is a pioneer in the 529 industry that brings deep knowledge and demonstrated experience in managing every aspect of a successful 529 program. Nuveen, investment manager of TIAA, offers capabilities that span public and private markets, over five decades of leadership in responsible investing and a 120-year history of helping clients meet their financial goals.
  2. Active/passive blend - The Plan has a dedicated team of investment professionals focused solely on managing 529 plans. The team leverages top-tier managers and highly-rated funds to take advantage of investment opportunities wherever they exist—across asset classes and market sectors. For this reason, the Enrollment Year Investment Portfolios have a smart blend of active and passive underlying funds, seeking to deliver benchmark-beating performance while maintaining competitive fees.
  3. Uncompromising support - The MAP service team is always ready to help – whether it is with opening an account, answering questions or handling requests. In addition, you will find a wealth of resources to help achieve your education saving goals in our ‘Literature’ section of this website.

Bonus for Michigan residents

When exploring 529 plan options, it is important to know what tax benefits are in place in your clients’ home state. In fact, Michigan-based clients can deduct net contributions up to $10,000 (for joint filers) from their annual state taxable income ($5,000 for single filers). Use our college savings calculator to get a clear picture on potential tax savings for based on your client inputs.

Total annual asset-based fees

Class A C I AR
Enrollment year and target-risk portfolios 0.78% - 1.08% 1.53% - 1.83% 0.53% - 0.83% 1.18% - 1.48%
Individual fund and multi-fund portfolios 0.00% - 1.42% 0.00% - 1.82% 0.00% - 1.17% 0.00% - 1.82%

Mi 529 Advisor Plan

Get started today

Step 1
Download our MI 529 Advisor Plan enrollment form or order kits.


Step 2
Review the MI 529 Advisor Plan investment portfolios.

Questions:
For sales and marketing questions, contact Nuveen at 800.752.8700, Monday to Friday, 8:00 AM to 7:00 PM ET.
Account level questions, contact the MI 529 Advisor Plan service center at 866.529.8818, Monday to Friday, 8:30 AM to 6:00 PM ET.
Step 3
Send the completed forms to:

MI 529 Advisor Plan
P.O. Box 55847
Boston, MA 02205-5847

Please note: Financial professionals should check with their Home Office to confirm where MI 529 Advisor Plan paperwork should be sent. Some Broker-Dealers require their financial professionals to send the paperwork to their Home Office. Be sure to check with your firm regarding internal 529 processing procedures.

 

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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