529 plan document that has detailed information about the 529 plan; often called a disclosure statement, disclosure document, program description,…
A type of 529 plan that lets an account owner open an investment account to save for the account beneficiary’s…
A person who establishes an account for a student to save money for qualified higher education expenses or tuition for elementary…
A current or future student for whom the 529 account is established.
A type of tax-deferred retirement savings program available to employees of public schools, certain non-profits, and some members of the…
An employer-sponsored retirement savings plan that gives employees a choice of investment options, typically mutual funds. Employees who participate in…
12b-1 Fees are fees paid out of fund assets to cover the costs of marketing and selling fund shares. "Distribution…