Meet the team!

We’ve been busy this fall! The my529 team traveled around the nation to spread knowledge of the importance of 529 plans.

Before leaving Utah, we visited with Garrett and their 2025 Planning Network. We met with their members and attended their skill workshops.   

Next, we headed east to North Carolina to meet with Dimensional and firms in the area that are currently using my529.

September led us to the ISS Market Intelligence 529 Conference in beautiful Orlando, Florida. my529 Executive Director Mark Cain presented on a panel about the State’s Perspective on Industry Trends and Building Momentum.

Our nation’s capital was up next for NAEPC — the National Association of Estate Planners & Councils — collaborating with financial planners about how my529 can fit into estate planning.

Our fall 2025 travels continued, we went just a few hours south of Salt Lake to sunny Las Vegas for the FPA Annual Conference.  We wrapped up 2025 with presentations to the Northwestern advisors in Utah, FPA Utah/Idaho Chapter and BYU-Idaho.

Whew! That is only the last quarter of the year, and our team is always looking for opportunities to provide information around helping all families save for higher education. Let’s plan a visit to see you for 2026.

From the FAN — December 2025
my529’s Advisor Relationship Management Team in our home state of Utah.

December 2025 FAN

my529 earns top industry rating for 15th consecutive year
2025 year-end tax credit and deadline info
Qualified education expenses expand with recent legislation
my529 expands Docusign acceptance policy

Using my529’s College Savings Estimator to encourage saving early and often
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Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating™ for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.

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UESP®

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