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Stable Value Plus
Protects your principal and guarantees an annual rate of return of 1.89% for calendar year 2025, net of all fees.
plan managed by:
Plan details
Not all “stable value plans” offer a guarantee AND principal protection.
The rate of return, guaranteed by Nationwide®, is reset each year on December 1st and will not go below a minimum of 1.5%. The minimum rate of return of 1.5% is prior to any fees or charges payable to CollegeInvest, including an annual administrative fee which is currently 0.71%.
CollegeInvest will charge an administrative fee at an annual rate of 0.71% of the average daily net assets in each Account. CollegeInvest will periodically re-evaluate such 0.71% administrative fee level, and, at any time, may determine to either lower such fee level or increase it to an amount that is no greater than 0.99%. CollegeInvest will notify Account Owners of any decision to change the 0.71% administrative fee level.
- Enrollment is free
- Contributions can be made by check, direct deposit, automatic funds transfer, rolling over assets from other qualified college savings plans, in person at CollegeInvest, by mail, or wire transfer.
- The minimum contribution level is $25
Mailing Address
CollegeInvest Stable Value Plus College Savings Plan
1600 Broadway, Suite 2300
Denver, CO 80202
Investment Management by Nationwide®
Nationwide® is a U.S-based Fortune 100 company with a diversified corporate portfolio and a history of strength and stability dating back more than 90 years. We help financial professionals break down and simplify their clients’ most complex retirement challenges with consultative support, intelligent strategies, award-winning service1, and competitive products. Our wide range of solutions includes annuities, mutual funds, life insurance, and retirement plans. We’re committed to helping America retire successfully and to creating a brighter future for our members and communities. Since the year 2000, the Nationwide® Foundation has committed more than $499 million to charitable organizations, and our associates log thousands of volunteer hours each year.
At Nationwide®, we:
Recordkeep approximately 32,000 plans2
Service more than 2.7 million participants2
Manage and administer more than $165 billion in retirement assets2
Financial Strength Ratings
The following Financial Strength Ratings represent the opinions of rating agencies regarding
the financial ability of Nationwide® to meet its obligations under its insurance policies.
Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.