This table provides advisor-sold 529 plan information for participating states and the District of Columbia.
| State | Name of plan, manager, contact information | Residency restrictions | Contribution limit | State tax benefits |
| AL | Higher Education 529 Fund Van Kampen Funds, Inc. vankampen.com (866) 529-2228 | Open to all | $300,000 | Withdrawals from Alabama 529 plans (but not other states' 529 plans) used for qualified education expenses are exempt from AL income tax |
| AK | John Hancock Freedom 529 T. Rowe Price Associates, Inc. johnhancockfreedom529.com (866) 222-7498 | Open to all | $250,000 | Alaska has no state income tax |
| AZ | Waddell & Reed InvestEd Plan Waddell & Reed waddell.com (888) 923-3355 | Open to all | $289,000 | Withdrawals used for qualified education expenses are exempt from AZ income tax |
| Arizona Family College Savings
Program Securities Management and Research Inc. smrinvest.com/college (888) 667-3239 | Open to all | $289,000 | ||
| Pacific Funds 529 College Savings
Plan Pacific Life pacificlife.com (800) 722-2333 | Open to all | $289,000 | ||
| CO | Scholars Choice
College Savings Program
Citigroup Asset Management scholars-choice.com (888) 572-4652 | Open to all | $280,000 | Withdrawals used for qualified education expenses are exempt from CO income tax, and all contributions are deductible |
| DC | DC 529 College Savings Program
Calvert Asset Management Company, Inc. dccollegesavings.com (800) 368-2745 | Open to all | $260,000 | Withdrawals used for qualified education expenses are exempt from DC income tax, and contributions are deductible, up to a cap, with a five-year carryover of excess contributions |
| HI | TuitionEDGE
Delaware Investments tuitionedge.com (866) 529-3343 | Open to all | $305,000 | Withdrawals used for qualified education expenses are exempt from HI income tax |
| IL | Bright Directions College Savings Program
Union Bank & Trust Company brightdirections.com (866) 722-7283 | Open to all | $235,000 | Withdrawals from Illinois 529 plans (but not other states' 529 plans) used for qualified education expenses are exempt from IL income tax, and contributions are deductible, up to a cap |
| IN | CollegeChoice 529 Investment Plan
JPMorgan Funds Management, Inc. collegechoiceplan.com (866) 400-7526 | Open to all | $298,770 | Withdrawals used for qualified education expenses are exempt from IN income tax, and a credit may be claimed for a portion of annual contributions |
| KS | Kansas Learning Quest 529 Education Savings
Program
American Century Investments learningquestsavings.com (877) 882-6236 | Open to all | $235,000 | Withdrawals used for qualified education expenses are exempt from KS income tax, and contributions are deductible, up to a cap |
| Schwab 529 College Savings Plan
American Century Investments schwab.com/529 (888) 903-3863 | Open to all | $235,000 | ||
| ME | NextGen College Investing Plan -
Client Select Series
Merrill Lynch nextgenplan.com (877) 463-9843 | Open to all | $305,000 | Withdrawals used for qualified education expenses are exempt from ME income tax, and contributions are deductible, up to a cap, if specific income limits are met |
| MS | MACS 529 Advisor Program
TIAA-CREF 529advisorprograms.com (877) 238-7529 | Open to all | $235,000 | Withdrawals used for qualified education expenses are exempt from MS income tax, and contributions are deductible, up to a cap |
| MO | MOST--Missouri's 529 Advisor
Plan
Upromise Investments, Inc. 529advisorprograms.com (800) 617-5097 | Open to all | $235,000 | Withdrawals used for qualified education expenses are exempt from MO income tax, and contributions are deductible, up to a cap |
| MT | Pacific Funds 529 College Savings
Plan Pacific Life pacificlife.com (800) 722-2333 | Open to all | $304,000 | Withdrawals used for qualified education expenses are exempt from MT income tax, and contributions are deductible, up to a cap |
| NE | College Savings Plan of Nebraska
Union Bank & Trust Company planforcollegenow.com (888) 993-3746 | Open to all | $300,000 | Withdrawals used for qualified education expenses are exempt from NE income tax, and contributions are deductible, up to a cap |
| AIM College Savings Plan
Union Bank & Trust Company aiminvesments.com (877) 246-7526 | Open to all | $300,000 | ||
| TD Ameritrade 529 College Savings
Plan
Union Bank & Trust Company collegesavings.tdameritrade.com (877) 408-4644 | Open to all | $300,000 | ||
| State Farm College Savings Plan
Union Bank & Trust Company statefarm.com/mutual/acct_types/529.asp (800) 321-7520 | Open to all | $300,000 | ||
| NV | Columbia 529 Plan Upromise Investments, Inc. columbia529.com (877) 994-2529 | Open to all | $310,000 | Nevada has no state income tax |
| NH | Fidelity Advisor 529 Plan Fidelity Investments advisor.fidelity.com/529 (800) 522-7297 | Open to all | $270,000 | New Hampshire has no state income tax; withdrawals used for qualified education expenses are exempt from NH interest and dividends tax |
| NJ | Franklin Templeton 529 College
Savings Plan Franklin Templeton Distributors, Inc. franklintempleton.com (800) 223-2141 | Open to all | $305,000 | Withdrawals used for qualified education expenses are exempt from NJ income tax |
| NM | Scholar'sEdge OppenheimerFunds, Inc. scholarsedge529.com (866) 529-7283 | Open to all | $294,000 | Withdrawals used for qualified education expenses are exempt from state NM tax, and all contributions are deductible |
| CollegeSense 529 Higher Education
Savings Plan Evergreen Investment Services, Inc. collegesense.com (866) 529-7367 | Open to all | $294,000 | ||
| NY | New York's 529 College Savings Program -- Advisor Plan
Upromise Investments, Inc. and Columbia Management Group ny529advisor.com (800) 774-2108 | Open to all | $235,000 | Withdrawals used for qualified education expenses are exempt from NY income tax, and contributions are deductible, up to a cap |
| ND | College SAVE
The Vanguard Group collegesave4u.com (866) 728-3529 | Open to all | $269,000 | Withdrawals used for qualified education expenses are exempt from ND income tax |
| OH | Putnam CollegeAdvantage
Putnam Investments putnam.com (800) 225-1581 | Open to all | $291,000 | Withdrawals used for qualified education expenses are exempt from OH income tax, and contributions are deductible, up to a cap, with an unlimited carryover of excess contributions |
| OR | OppenheimerFunds
529 Plan
OppenheimerFunds, Inc. oregoncollegesavings.com (866) 772-8464 | Open to all | $250,000 | Withdrawals used for qualified education expenses are exempt from OR income tax, and contributions are deductible, up to a cap, with a four-year carryover of excess contributions |
| MFS 529 Savings Plan
MFS Investment Management mfs.com (866) 637-7526 | Open to all | $250,000 | ||
| PA | TAP 529 Investment Plan
Delaware Investments tap529.com (800) 440-4000 | Open to all | $315,000 | Withdrawals used for qualified education expenses are exempt from PA income tax, and contributions are deductible, up to a cap |
| RI | CollegeBoundfund AllianceBernstein LP collegeboundfund.com (888) 324-5057 | Open to all | $330,690 | Withdrawals used for qualified education expenses are exempt from RI income tax, and contributions are deductible, up to a cap, with an unlimited carryover of excess contributions |
| SC | Future Scholar 529 College Savings
Plan
Columbia Management Distributors, Inc. futurescholar.com (888) 244-5674 | Open to all | $277,000 | Withdrawals used for qualified education expenses are exempt from SC income tax, and all contributions are deductible |
| SD | CollegeAccess 529
Allianz Global Investors Distributors LLC collegeaccess529.com (866) 529-7462 | Open to all | $325,000 | South Dakota has no state income tax |
| TX | Tomorrow's College Investment Plan
Enterprise Capital Management, Inc. enterprise529.com (800) 445-4723 | Open to all | $257,460 | Texas has no state income tax |
| VA | CollegeAmerica Virginia College Savings Plan and American Funds americanfunds.com (800) 421-4120 | Open to all | $250,000 | Withdrawals used for qualified education expenses are exempt from VA income tax, and contributions are deductible, up to a cap, with an unlimited carryover of excess contributions |
| WV | Director SMART529 College Savings Plan
Hartford Life Insurance Company smart529.com (866) 574-3542 | Open to all | $265,620 | Withdrawals used for qualified education expenses are exempt from WV income tax, and all contributions are deductible |
| Leaders SMART529 Hartford Life Insurance Company smart529.com (866) 574-3542 | Open to all | $265,620 | ||
| Cornerstone SMART529 Hartford Life Insurance Company smart529.com (866) 574-3542 | Open to all | $265,620 | ||
| WI | EDVEST
Wells Fargo Funds Management, LLC edvest.com (888) 338-3789 | Open to all | $246,000 | Withdrawals used for qualified education expenses are exempt from WI income tax, and contributions are deductible, up to a cap |
| tomorrow's scholar Wells Fargo Funds Management, LLC tomorrowsscholar.com (866) 677-6933 | Open to all | $246,000 |