Spring 2026

  • New Dimensional underlying funds

    New Dimensional underlying funds

    Do you have clients invested in a my529 Customized option? If you do, you should know that my529 has added two new single-fund fixed-income portfolios with underlying Dimensional investments, effective March 25, 2026. As part of a continuous evaluation of the plan’s fund lineup, my529 decided to expand the intermediate duration fund offerings with two…

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  • Expenses drop for several underlying funds

    Expenses drop for several underlying funds

    It’s now less expensive for your clients who hold certain my529 portfolios, thanks to recent operating expense ratio reductions by Vanguard and Dimensional. Vanguard lowered the expenses for 11 underlying funds used in the my529 Customized investment options, effective February 2, 2026. The estimated collective annual savings of my529 account owners invested in these funds…

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  • my529 adds FinDash to back-office advisor solutions

    my529 adds FinDash to back-office advisor solutions

    The my529 Relationship Management Team is pleased to announce the integration of FinDash as a back-office provider. If your firm already uses FinDash, my529 now supports the platform among our robust list of back-office providers. You can link to FinDash through the advisor portal. For detailed steps, view our data provider selection guide here. About…

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  • Guiding your clients to reduce higher education costs

    Guiding your clients to reduce higher education costs

    Higher education benefits can extend beyond monetary earnings — but they also require significant investments of time and money.  Your Advisor Relationship Management Team at my529 has prepared some suggestions you may use to help your clients extend their savings as their student nears graduation from high school. Consider encouraging clients to include their student in…

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  • Does your client qualify for a state tax benefit for their my529 contributions?

    Does your client qualify for a state tax benefit for their my529 contributions?

    With tax season here, you may want to educate your clients about potential state income tax deductions or credits available for 529 contributions. All 529 plans offer federal tax benefits but what about potential state income taxes? Twenty-eight out of 50 states offer tax incentives for contributions made to their own 529 plans in the…

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  • We are presentable!

    We are presentable!

    Is your firm looking for a virtual or in-person seminar that is CFP-certified for Continuing Education credits? Our financial services team offers presentations that we can customize to your firm; topics include overviews of 529 plans and trends in the industry and helping clients optimize their investment strategy. Visit our site to book and learn…

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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 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.

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