Important Considerations

For more information about a specific plan within CollegeInvest’s 529 program, obtain a Plan Disclosure Statement on this website under OUR SAVINGS PLANS. Investment objectives, risks, costs, and other important information are included in these documents; read and consider them carefully before investing. Also, check with your or your Beneficiary’s home state to learn whether it offers state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors for investing in its own qualified tuition plan.

Investments are not guaranteed by CollegeInvest, the State of Colorado, it’s agencies, the Vanguard Group, Inc., Ascensus Broker Dealer Services, Inc., TIAA-CREF Tuition Financing, Inc., Nuveen Services LLC, or its affiliates and other related investment managers and may lose value including the principal amount invested.

Smart Choice College Savings Plans are not insured by CollegeInvest, the State of Colorado, or its agencies. However, these funds are FDIC-insured in accordance with the current FDIC coverage limits. The guarantee of the Stable Value Plus Plan is the obligation of Nationwide, and only to the extent of the Funding Agreement.

CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. Ascensus Broker Dealer Services, Inc. and Ascensus College Savings Recordkeeping Services, LLC serve as the Plan Manager for the CollegeInvest Direct Portfolio Plan. The Vanguard Group, Inc. also serves as the Plan Manager and Investment Manager for the Direct Portfolio Plan. TIAA-CREF Tuition Financing, Inc. is the Plan and Investment Manager and Nuveen Services, LLC is the distributor of the CollegeInvest Scholars Choice Education Savings Plan. FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice Plan. Nationwide serves as the Investment Manager for the CollegeInvest Stable Value Plus Plan.

CollegeInvest and the CollegeInvest logo are registered trademarks. CollegeInvest Direct Portfolio College Savings Plan, Scholars Choice, and Smart Choice are registered service marks of CollegeInvest.