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Upromise members:
Save for college with a 529 plan!

A 529 plan is a smart, flexible, tax-advantaged 1 way to invest for your future student. And the SSGA Upromise 529 Plan offers even more benefits, including the innovative Ugift® – Give College Savings program.

» Learn about the national SSGA Upromise 529 Plan

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529 plans: Invest in the future

A 529 plan is one of the most flexible ways to save for college, with tax benefits, account control, and professional investment management. Do you want to learn about the basics of 529 plans? Click below for a resource with handy planning tools and information that can help you choose the right plan.

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More great benefits

529 Plan Benefits

529 plans offer many benefits including:
  • Federal and state tax benefits
  • Professional investment management
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529 plans versus other savings options
Check here to find out how 529 plans stack up against other ways to save for college.
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Ugift®– Give College Savings

This innovative program lets you invite family and friends to celebrate a child's milestones with a gift contribution to your 529 plan account.

Ugift – Give College Savings is available as a service of several 529 plans administered by Upromise Investments.

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Link your Upromise rewards and 529 plan accounts

Make your money work harder by linking your Upromise account to your Upromise Investments-administered 529 plan account. Your earnings will be automatically transferred on a periodic basis (subject to plan regulations).

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How much to do you need to save?

How much should you be saving to meet your college goals? Test your readiness with this handy online college savings calculator.

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More great tools

529 University

Test your knowledge on 529s
Take this quick quiz to to find out how much you really know about 529s.
» Start now

529 PlanFinder

Learn more about 529 plans and their features. Find a 529 plan that meets your needs.
» Start now

Frequently Asked Questions

Want to know more about college savings? Find answers to the most frequently asked 529 plan questions, including:

» Where can I use my 529 plan assets?
»  What income tax benefits are available from a 529 plan?
» Can I open an account for more than one beneficiary?
...and much more
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529 account owners

Already have a SSGA Upromise 529 Plan Account?

View your account
Check your 529 account balance, transfer funds, and update your information.

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Link your Upromise savings
Link your Upromise account to your 529 plan account and have the funds transferred automatically on a periodic basis. 2

link accounts

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529 college savings plans

What is a 529 plan?
Learn the basics of 529 plans.
How can it help me save for college?
Plan ahead with handy tools.
What kind of plans are available?
Set your investment goals
How do I choose a plan?
Learn the basics of 529 plans

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Little by Little
Projects are easier when you do them little by little (even saving for college). This children's book features "little" phrases for the whole family to enjoy.
» Learn more Little by Little

1 The availability of tax or other benefits may be contingent on meeting other requirements.

2 Subject to a $25 minimum.

For more information about the SSGA Upromise 529 Plan ("the Plan") download the Plan Description and Participation Agreement or request one by calling 1-800-587-7305. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Description; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. ("ABD") is distributor of the Plan.

Before investing in the Plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan.

The SSGA Upromise 529 Plan (the "Plan") is administered by the Board of Trustees of the College Savings Plans of Nevada (the "Board"), chaired by the Nevada State Treasurer. ABD serves as the Program Manager. ABD has overall responsibility for the day-to-day operations, including distribution of the Plan and provision of certain marketing services. State Street Global Advisors (SSGA) serves as Investment Manager for the Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank, and also provides or arranges for certain marketing services for the Plan. The Plan's Portfolios invest in either (i) Exchange Traded Funds and mutual funds offered or managed by SSGA or its affiliates; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Board at Sallie Mae Bank. Except for the Savings Portfolio, investments in the Plan are not insured by the FDIC. Units of the Portfolios are municipal securities and the value of units will vary with market conditions.

Investment returns will vary depending upon the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences. Upromise is an optional service offered by Upromise, Inc., is separate from the SSGA Upromise 529 Plan, and is not affiliated with the State of Nevada. Terms and conditions apply to the Upromise service. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. Transfers from Upromise to an SSGA Upromise 529 Plan account are subject to a $25 minimum.

Upromise and the Upromise logo are registered service marks of Upromise, Inc. Ugift is a registered service mark of ABD. State Street Global Advisors and SSGA are registered trademarks of State Street Corporation. All other marks are the exclusive property of their respective owners. Used with permission.