Edu Svgs Age / Agg Age / Progressive Age / Growth Age / New York / Trust / Program / Plan / Savings Plan NE / /
Company
State Farm / TIAA-CREF / T. Rowe Price / BlackRock / Morningstar Inc. / Vanguard 529 College Savings Plan NV NV / Columbia 529 Plan NV NV / Scholars Choice College Savings Program CO CO / Upromise College Fund 529 Plan NV NV / TD Ameritrade / Stewardship Test 38 39 People 41 Morningstar / Mod Gr CollegeInvest Direct Portfolio CO CO / Direct-Sold 529 Plans Alaska / /
Continent
America / /
Currency
USD / / /
Facility
College Savings Plan OK / College Savings Plan KS KS Schwab Agg Track / College Savings Plans Network / College Savings Plan AZ AZ Fidelity CSP / Investment Company Institute / College SAVE ND ND Coll SAVE Mod Option / Port Five B / College Savings Iowa / College Savings Plan NV NV Vanguard / College Investment Plan MD MD Coll Inv Pl / College SAVE ND ND Coll SAVE Agg Option / College Savings Plan NJ NJBEST / College Savings Plan Research Paper / College Savings Plan / College Savings Program ID ID IDeal Agg Option Age / Mod Gr Port / College Savings Plan NE NE TD / /
IndustryTerm
trade / estate-planning tools / /
Organization
House League / PA PA / ND ND / NC NC / College Board / SC SC / MA U.Fund / IA IA / Investment Company Institute / AL AL / National College / FDIC / Securities and Exchange Commission / Upromise College Fund / /
Person
Coll Savings / MO MO MOST / Franklin Templeton / Schwab Agg / Kailin Liu / Josh Charlson / Benjamin N. Alpert / Christina West / Laura Pavlenko Lutton / /
Position
Advisor / research analyst / Fidelity Advisor / fund analyst / financial advisors / Executive / senior fund analyst / Analyst / asset manager / editorial director for mutual fund research / CollegeChoice Advisor / /
Product
Columbia Bal 529 A 42.59 LearningQuest 529 / /
ProvinceOrState
Kansas / Kentucky / Nebraska / New Jersey / Vermont / Minnesota / Maine / Wyoming / Maryland / North Dakota / Illinois / Nevada / Indiana / Connecticut / Washington / Michigan / Missouri / South Dakota / Tennessee / New Mexico / Utah / District of Columbia / Pennsylvania / Rhode Island / South Carolina / Oklahoma / Mississippi / Delaware / North Carolina / California / Georgia / Iowa / Arizona / Massachusetts / Colorado / Idaho / Arkansas / New Hampshire / /
[removed]College-Savings Plans Research Paper and Industry Survey Benjamin N. Alpert, CFA, research analyst ([removed]) Josh Charlson, Ph.D., senior fund analyst