529 Expense Analyzer

Like most investments, 529 education savings plans have fees and expenses that are paid by investors. Because these fees and expenses can vary widely from plan to plan, the Financial Industry Regulatory Authority (FINRA) has developed a tool to help you compare how these fees and expenses can reduce returns. The analyzer is designed to work with most education savings plans. It is not intended for prepaid tuition plans or the CollegeSure® CD investment option available in some education savings plans.

Please visit the FINRA site to use the 529 Expense Analyzer.

Additional Information

Investor Bulletin: An Introduction to 529 Plans

Investor Bulletin: 10 Questions to Consider Before Opening a 529 Account