Spring 2025

  • You can access your clients’ my529 tax documents

    You can access your clients’ my529 tax documents

    Tax deadlines are approaching and my529 is here to lend a hand. my529 makes it easy for you and your clients to access the documents they need to fill out their 1040s. If your client made a withdrawal in 2024, their IRS Form 1099-Q is available in their online my529 account under the Documents tab.…

    Read more

  • Bulk statement feature expanded for additional users at the firm

    Bulk statement feature expanded for additional users at the firm

    We heard you asking for this option and are delighted to announce that we made it happen! We are excited to introduce a new feature to streamline your firm’s workflow and improve efficiency. Now, master administrators or advisors who have the permission to create or edit users can enable a new permission that allows any advisor…

    Read more

  • Divorce: How advisors can help their clients navigate this transition

    Divorce: How advisors can help their clients navigate this transition

    Navigating clients through a divorce can be complicated and challenging for financial advisors. You may have clients with my529 accounts — are you prepared to assist with the division of this often-overlooked asset? “Even an amicable divorce can cause problems with a child’s college savings plans. [Divorce attorneys] may not be aware of all of…

    Read more

  • Updates coming to Target Enrollment Date option in July

    Updates coming to Target Enrollment Date option in July

    On July 1, 2025, my529’s Target Enrollment Date investment option will see portfolio changes as part of its regularly scheduled asset allocation update. Your clients may have questions. my529 will notify account owners of the change in the April newsletter and will follow up with a reminder email in June. Read on for more information…

    Read more

  • On the road spreading the message of college savings

    On the road spreading the message of college savings

    Our Relationship Management Team hit the road this spring to talk 529s. So far, we have been to Wallach Beth in Park City, Utah, the College Savings Foundation Conference in Berkeley, California, and visited several Utah financial advisors on a multi-day Southern Utah road trip. Your my529 team appreciates the opportunity to build relationships with…

    Read more

  • Have you checked out the my529 video library?

    Have you checked out the my529 video library?

    Our my529 video library provides you with a comprehensive and easily shareable resource to educate your clients about the benefits and strategies of 529 college savings plans. The my529 video library answers questions across several useful topics, including: what a my529 plan is; common misconceptions about 529 plans; how to make a contribution and later…

    Read more

Find us on social media:

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 includes FDIC-insured accounts as an underlying investment. 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.

Utah Educational Savings Plan®

UESP®

Utah Educational Savings Plan® and UESP® are registered service marks.