Tools and Resources

Our CollegeInvest savings plan tools and resources are designed to provide you and your employees with the valuable information you need, with just a click.  

We also know it is nice to sometimes ask a professional the questions you still need help with.  

If you still don’t see the information you are looking for, please reach out to our dedicated Employer Plan Advisor to help you with your questions.  

Call our Employer Plan Advisors, Kaylynn Hemlock and Stephanie Sullivan, at 1-888-376-8804, or complete an Employer Contact Form.

College savings calculators

How much is college going to cost? How much should I save? What’s my risk tolerance? Use our calculators to find out.
» Save for College Calculators

Compare college savings options

529 or IRA? UTMA or UGMA? Saving for college means understanding enough numbers and letters to make your head spin! We can help you decipher the options and determine which plan – or plans – are right for you.
» 529 Comparison Charts

FAQs

We’re guessing you’ve got some questions. That’s why we’ve compiled some of the most frequently asked ones (along with their answers) for you.
» Employer & employee 529 frequently asked questions

Marketing materials & forms

Find brochures, sign up forms and college savings account maintenance forms.
» 529 Informational Forms

Savings tips & tools for employees

While everyone saves differently, we’ve found there are some tips and tricks that can help almost everyone.
» 529 savings tips and tools

News and updates

Gain access to the most recent 529 industry news and how it may impact you and your employees.
» Latest 529 news

Important Considerations

To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest.