Investments.
How are my contributions invested?
Can I Change How I am Invested?
How Do I Change How I am Invested?
What funds are used?
What level of earnings can I expect on my investments?
How are my contributions invested?
The College Savings Plan of Nebraska offers 4 "Age Based Portfolios"
that become more conservative the older the beneficiary gets, 6 "Target
Portfolios" that keep the same asset allocation over the life of the portfolio, and 20 "Individual Fund Portfolios" with each portfolio investing in a single mutual fund. The portfolios contain funds from well-known mutual fund families. Once an account is established, the Account Owner is permitted to change the selected portfolio once per calendar year or upon a change of beneficiary.
Can I Change How I am Invested?
The Account Owner may change the Portfolio or Portfolios in which his or her Account is invested once per calendar year, or upon a change in Beneficiary. If an Account Owner has multiple accounts in the Plan for the same Beneficiary, or multiple accounts in the Plan, the TD AMERITRADE 529 College Savings Plan, and The State Farm College Savings Plan, the Account Owner may change the Portfolios in all such accounts without tax consequences, so long as the changes to all of the accounts are made at the same time and no more frequently than once per calendar year or upon a change of Beneficiary.
How Do I Change How I am Invested?
To change the Portfolio or Portfolios in which your Account is invested, you may log on to your account at www.PlanForCollegeNow.com to complete an investment change online. You may also download the Change of Investment Option Form and complete and submit the form as directed, or call the College Savings Plan of Nebraska at 888–993–3746 for instructions.
What funds are used?
Nebraska's program offers well-known funds from a number of fund companies. The Plan has been designed to offer diversity and flexibility to the college saver. Check out the Investment page for more information.
What level of earnings can I expect on my investments?
Returns on the investment will depend on the investment option you select when you open the account. Investment results will vary based on market performance. Portfolio performance information is available on the Investments page.
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