State Street's School House Rolls Out New 529 Plan
Scholar’sEdge, which offers the highest current maximum contribution limit in the market at $251,000 per beneficiary, takes a multi-manager investment approach supported through a series of eight portfolios.
These incorporate both an Age-Based Choice and an extensive line up of Custom Choice options including all equity, bond and short-term yield options.
Participants in the program can also take advantage of the plan’s Web resource that allows users to create an education plan, track investments and accounts, and receive plan updates.
Scholar’sEdge will be distributed by OppenheimerFunds through its advisory network.
Visit the Web site at
www.scholar’sedge529.com