Spring 2025

Spring 2025

  • my529 is here to serve you!

    my529 is here to serve you!

    We wanted to introduce you to some of the hardworking teams that keep my529 efficient, responsive and strategic — earning us a top spot among all 529 plans. my529 Standard – Spring 2025 my529 is here to serve you! New executive director takes the helm of my529 Updates coming to TED option in July Personalized…

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  • New executive director takes the helm of my529

    New executive director takes the helm of my529

    As Richard Ellis retires, we are thrilled to announce the appointment of our new executive director, Mark Cain, effective April 1, 2025. When it comes to priorities at my529, Cain is clear-eyed with intention for the future. “It really should be about the account owners and what their needs are,” Cain said. “When we talk…

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  • Updates coming to TED option in July

    Updates coming to TED option in July

    On July 1, 2025, my529’s Target Enrollment Date (TED) investment option will see portfolio changes as part of its regularly scheduled asset allocation update. Updates by design my529’s TED investment option has 12 portfolios on a single glide path, where asset allocations range from aggressive to conservative. Allocations adjust quarterly in a planned shift over…

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  • Personalized portals offer customized gifting

    Personalized portals offer customized gifting

    Graduation season is upon us, and rather than checks or cash getting lost in the shuffle, gifts from relatives and family friends can be sent directly to the graduate’s my529 account through the my529 gift portal. The my529 Gift Program lets account owners send friends and family a unique link and gift code that make…

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  • Faster withdrawals!

    Faster withdrawals!

    my529 Standard – Spring 2025 my529 is here to serve you! New executive director takes the helm of my529 Updates coming to TED option in July Personalized portals offer customized gifting Faster withdrawals! my529 investment option performance

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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.

Utah Educational Savings Plan®

UESP®

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