Summer 2025

Summer 2025

  • Here’s how to prepare for fall withdrawals

    Here’s how to prepare for fall withdrawals

    School is out, grills are fired up, and family vacations are in full swing — it’s officially summer! But even as you shop for hot dogs and sunscreen, you will likely notice that school supplies are already creeping back into stores. As parents, it feels like we never really get a break from thinking about…

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  • Admin fee drops for my529’s Customized options

    Admin fee drops for my529’s Customized options

    my529 recently reduced the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by one basis point (0.010%). The fee decrease, from 0.120% to 0.110% (or $1.10 per $1,000 invested annually), went into effect on July 1, 2025. It represents a reduction of more than 8% and will benefit about 20% of my529…

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  • Have you checked out the my529 video library?

    Have you checked out the my529 video library?

    If you’re looking for a quick and easy resource to learn more about my529, the my529 video library can provide the information you need to plan for education expenses and make decisions about investing for the future. Topics cover all the ins and outs of 529s, including what a my529 plan is; common misconceptions about…

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  • Speakers can present on saving for education

    Speakers can present on saving for education

    my529 has several knowledgeable speakers available to present to your business or organization, either in person or via webinar, about my529. Our expert speakers are ready to provide presentations tailored to your needs, covering topics such as the potential advantages of having a my529 plan, strategies for promoting education savings in your organization, and how…

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  • Review your account balance

    Review your account balance

    As part of my529’s annual audit, Eide Bailly LLP would like to verify account balances at my529. If you think the balances shown on your June 30, 2025, my529 quarterly account statement are incorrect, please contact our auditors promptly. Gabby Luque, Audit Senior Associate Eide Bailly LLP 5 Triad Center, Suite 600 Salt Lake City,…

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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.