A Look at the Policy of 529 Plans

As a larger population slightly improves the quality of a state’s 529 plan, we find that residents of lower-population areas would be well-served if their states consolidated their 529 plans with other states. This strategy would enable states to leverage a larger asset base and deliver lower fees. Morningstar’s 529 policy analysis explores the financial impact these policies could have on investors.

In this report, you will learn:
  • Factors contributing to the Morningstar Analyst Ratings of states’ 529 plans
  • Our analysis of the advantages of higher-quality, out-of-state plans vs. in-state tax benefits
  • How states can offer residents higher-quality plans

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