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What are New York’s 529 college savings plans?

New York’s 529 College Savings Program includes two separate plans: the Advisor-Guided Plan and the Direct Plan.

Does New York have a 529 plan?

New York’s 529 College Savings Program includes an Advisor-Guided Plan. This Disclosure Booklet is designed to comply with the College Savings Plans Network Disclosure Principles.

Who is the investment manager for New York's 529 advisor-guided college savings program?

New York’s 529 Advisor-Guided College Savings Program has two plans: The Direct Plan and The Advisor-Guided Plan. JPMIM serves as the Investment Manager for the Advisor-Guided Plan. The Vanguard Group, Inc., serves as the Investment Manager for The Direct Plan. Ascensus Broker Dealer Services, LLC, serves as the Program Manager for both plans.

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