CollegeAmerica 529 Savings Plan — Learn more about the CollegeAmerica plan.
CollegeAmerica (Brochure): CollegeAmerica | Quarterly Statistical Update — Provide clients an overview of CollegeAmerica benefits.
CollegeAmerica Account Forms & Guidelines — Learn how to set up and service CollegeAmerica accounts.
How to Set Up an Employer-Sponsored 529 Plan
Employer-Sponsored Participant Brochure (PDF) — Share with employer-sponsored plan participants to explain the benefits of CollegeAmerica.
Employer-Sponsored 529 Presentation — A short educational video to assist you in your employer-sponsored 529 sales efforts.
*CollegeAmerica has some of the lowest expenses in the 529 industry, according to Morningstar’s “529 College-Savings Plan Landscape”, May 2016. As of July 31, 2017, CollegeAmerica AUM is $58.4B.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor.
If withdrawals from 529 plans are used for purposes other than higher education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.