Stable Value Plus - Plan Details
Here’s why the CollegeInvest Stable Value Plus College Savings Plan is one of the best available.
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You can open and manage your account online. You can also download account maintenance forms online. Enroll now! |
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Enrollment is free! Your only cost is a management fee of 0.75%, one of the lowest of any 529 plan. |
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You can start with as little as $25 and contribute whenever you want. |
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You can contribute by automatic investment, check or moving assets from other college savings vehicles. |
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Investments and the minimum rate of return of 2% in the Stable Value Plus plan are guaranteed by MetLife Insurance Company. That means that no matter how the market performs, you are always guaranteed a minimum net rate of return of 2%, prior to any fees or charges.1 |
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You can contribute on behalf of a student until the total balance of all CollegeInvest 529 plan accounts held for the same beneficiary reaches an aggregate maximum balance, which is currently $280,000. This includes accounts held in the CollegeInvest Direct Portfolio College Savings Plan and other 529 plans sponsored by the state of Colorado. |
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You may be eligible for additional tax benefits. |
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Although the minimum rate of return is 2%, prior to administrative fees, the current rate of return for 2010 is 3%, inclusive of all fees.2 |
For more information about the tax benefits of the CollegeInvest Stable Value Plus College Savings Plan, see the Plan Disclosure Statement. To get started with the plan, download or request an enrollment kit or enroll online now.
Important Considerations
Official Statement
Please read the applicable Plan Disclosure Statements carefully before investing. They explain certain risks, fees, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages. Plan Disclosure Statements can be found at www.collegeinvest.org. Investments in CollegeInvest Plans are not guaranteed by the state of Colorado or any other governmental entity, and may lose value, including principal amount invested. Administered and issued by CollegeInvest.
Home State
If you or your designated beneficiary are a resident of a state other than Colorado, before investing you should check with your home state to see if it offers a 529 program. That program may offer state tax or other benefits to residents of that state that may not be available to investors in programs of other states.
Capacity of Dealer and Other Parties
CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Manager's activities and provides certain administrative services, such a marketing, audit, and financial statements, in connection with the plans.
MetLife Insurance Company
MetLife Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus College Savings Plan.
All Stable Value Plus accounts are subject to an annual administrative fee of 0.75%.
The 2010 rate of return of an annual 3% is net of all fees. The rate of return is reset each year by MetLife Insurance and will not go below a minimum of 2%. The minimum rate of return of 2% is prior to any fees or charges payable to CollegeInvest, including an annual administrative fee of 0.75%.
CollegeInvest and the CollegeInvest logo are registered trademarks. |