Sponsors
- Futuretrust®
- Futuretrust® is a MasterCard®-linked college savings program that enables families and friends to save for college through their everyday spending habits. Every time a purchase is made with the Futuretrust MasterCard, a minimum of 1% is automatically contributed to any tax-advantaged 529 college savings plan of the member's choice. Members also earn up to 10% in additional college savings when they use the Futuretrust MasterCard at thousands of partners in the Futuretrust Preferred Merchant Network consisting of major retail chains, catalogs, restaurants and on-line merchants. Members can also earn college savings rebates when they buy, sell, finance, or refinance a home. Futuretrust is a no cost program. Membership is available online at www.futuretrust.com or by calling 1.888.trust68. Futuretrust is a Mothers Work, Inc. brand.
- Legg Mason
- One Story Made of Many...this statement defines who we are at Legg Mason, Inc. Legg Mason is a global asset management company and a collection of investment management firms, deliberately chosen for their expertise, philosophies and distinct approaches. We at Legg Mason, Inc. offer an array of investment vehicles (such as mutual funds, separately managed accounts, and underlying investments in 529 plans) that provide exposure to a wide variety of asset classes and market capitalizations. Our largest equity-focused asset management subsidiary, ClearBridge Advisors, LLC, is the investment manager of the Scholars Choice 529 College Savings Program. CollegeInvest is the administrator and issuer of this program. Legg Mason Investor Services, LLC, Member FINRA, SPIC, which is also a subsidiary of Legg Mason, serves as the program's primary distributor. To find out more about who we are at Legg Mason, visit our website at www.leggmason.com/individualinvestors/.
- Fidelity
- Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.3 trillion, including managed assets of more than $1.5 trillion as of June 30, 2008. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.
- Barclays Global Investors
-
- Archimedes Systems, Inc.
- Archimedes helps financial services companies and advisors achieve their business goals by creating user-friendly college planning tools that incorporate their vision and the most up-to-date 529 and college cost data. A leader in education saving and 529 planning solutions, Archimedes has been serving the education funding market for eighteen years and provides a full range of web-based planning tools that inspire customers to make education funding decisions with confidence. Possessing a high-level of expertise and strong commitment to the 529 and college savings market, Archimedes is well positioned to deliver powerful, tailored solutions to support your 529 plan business. Find out more about leveraging Archimedes' technology and college planning expertise online at www.archimedes.com or by calling 781.647.1110.
- Union Bank & Trust Company
- Union Bank is a family-owned, financial institution with over $10 billion in combined assets headquartered in Lincoln, NE. Eight years ago Union Bank partnered with the State of Nebraska to deliver and manage a new 529 plan called the College Savings Plan of Nebraska. Over the last eight years the plan has been consistently recognized as one of the top plans in the nation. In 2005, Union Bank launched the fast-growing advisor sold Bright Directions College Savings Program with the State of Illinois. The programs have over $2.5 bil in assets with more than 200,000 investor accounts. Working with quality partners like Illinois and Nebraska helps to further our long-term commitment to helping families plan and pay for college.
- FreshmanFund
- Freshman Fund is a new company that helps people save for college by routing gift money directly into 529 college savings plans. Our website, www.freshmanfund.com, lets people with any 529 plan ask their friends to give birthday and holiday gifts directly into their 529 plan. It's a great way to tap into the $454 billion spent each year on holiday gifts, not to mention birthday, graduation and other gifts that would otherwise depreciate over time. Freshman Fund is free and simple to use, it's safe and it's secure. For more information visit our website www.freshmanfund.com.
Register Today!