Hawai'i's College Savings Program Gives Sweepstakes Winner A Boost in College Savings - Tuesday, March 16, 2010
Hawai'i Lt. Governor James R. "Duke" Aiona, Jr. and HI529 - Hawai'i's College Savings Program today announced that Ms. Kuulei Amado of Mililani has won the HI529 sweepstakes drawing, earning $529 toward higher education. The drawing was designed to educate Hawai'i families about their home state's 529 plan.
Arkansas Creates Options to Directly Invest Tax Refunds in 529 College Savings Plans - Monday, March 08, 2010
State Treasurer Martha Shoffner today announced that Arkansas taxpayers will have the option of directly investing individual tax return refunds in their Arkansas 529 college savings plan account. This includes accounts held with The GIFT College Investing Plan, Arkansas' 529 direct college savings plan, and the iShares 529 Plan, Arkansas' advisor-sold college savings plan. This contribution option became available to account holders in January for their 2009 tax returns.
New Matching Grant Program Will Help Nevada Families Save for College
- Tuesday, March 02, 2010
Nevada State Treasurer Kate Marshall and Program Administrator Upromise Investments announced the launch of the Silver State Matching Grant Program. This new initiative allows qualifying Nevada families, who are Upromise College Fund 529 Plan account owners, to apply for a matching grant of up to $300 of extra college savings per calendar year. Applications will be accepted from March 1 through July 30 of each year.
CollegeChoice College Savings Plans Reach $1 Billion Mark in Assets Under Management - Thursday, December 17, 2009
Indiana State Treasurer Richard Mourdock announced that Indiana's CollegeChoice Direct and Advisor 529 college savings plans have surpassed the $1 billion mark in assets under management. Both plans have enjoyed robust growth in total assets and accounts since partnering with Upromise Investments as program manager in September 2008.
Hawaii Expands College Savings Plan - Tuesday, December 15, 2009
Hawaii Lt. Governor James R. "Duke" Aiona Jr. announced the rollout of Ugift® for HI529, Hawaii's 529 college savings plan. Over 2,450 HI529 account owners throughout the state now have access to the unique online gifting platform that allows family and friends to make gift contributions to a HI529 account. Ugift is available to thirteen 529 plans in eleven states and has been used for over 22,000 celebrations.
Ugift® Surpasses $5 Million in Contributions to College Savings - Thursday, December 03, 2009
Ugift, an online gifting platform that allows family and friends to contribute to a 529 college savings account, has eclipsed the $5 million mark in contributed gifts. The service, developed by Upromise Investments, has resulted in more than 21,000 registered events, with gift contributions averaging about $700.
CollegeChoice College Savings Plans Earn High Industry Rating - Tuesday, November 10, 2009
CollegeChoice 529 Direct Savings Plan and CollegeChoice Advisor 529 Savings Plan have been rated 5-Cap for Indiana residents by Bankrate's SavingforCollege.com, the organization's highest ranking. Key factors in the high ranking were the plans' innovative programs and strong performance.
529.com Wins Outstanding Achievement in Web Development - Tuesday, October 27, 2009
Upromise Investments' educational college savings website, 529.com, was awarded the 2009 WebAward for Financial Services Standard of Excellence and Investment Standard of Excellence by the Web Marketing Association. More than 2,000 sites from 45 countries were judged in 96 industry categories during this year's competition.
iShares 529 Plan Kicks Off National College Savings Month With Launch of Advisor-Specific Tools - Tuesday, September 22, 2009
iShares has launched new 529 plan advisor tools - including the 529 Plan Comparison Calculator and Ugift with advisor referral - in recognition of September as National College Savings Month.
Forum Convened by Indiana State Treasurer Mourdock Sets Goals, Direction for Helping More Hoosier Families Afford Higher Education - Wednesday, September 02, 2009
The first Indiana Forum on Financial Access to Higher Education welcomed participants from universities, vocational schools, advocacy groups, and the Indiana Department of Education. The goal: to discuss important next steps that will help Indiana families better prepare and pay for post-secondary education.
On September 25, Saving For College Will Literally Be A Walk In The Park For The Kids Of Indianapolis - Wednesday, August 19, 2009
CollegeChoice 529 welcomed thousands of fifth-grade students from the Indianapolis Public Schools (IPS) for its first-ever Walk Into My Future pledge walk. This walkathon was designed to help children save for college through the pledges that they received for their future higher education.
New York Reduces Expenses for NY's 529 Direct Plan - Tuesday, August 11, 2009
Families saving in New York's 529 College Savings Program Direct Plan have received a reduction of nearly 11% in the Direct Plan's total annual asset-based fee.
New York's 529 College Savings Program Participants Add More Than $25 million in Upromise Rewards to Accounts - Tuesday, June 23, 2009
Since November 2003, families enrolled in New York's 529 College Savings Program Direct Plan and Advisor Plan, who are also members of Upromise®, have transferred more than $25 million in free Upromise earnings into their 529 plan accounts.
Arkansas Reduces Fees for GIFT College Investing Plan - Wednesday, May 13, 2009
Families saving with The GIFT College Investing Plan will receive a fee reduction, the second enhancement Arkansas has made to the GIFT Plan over the past year to make saving for college more accessible.
Vanguard ETFs Added to the Iowa Advisor 529 Plan - Tuesday, May 12, 2009
The Iowa Advisor 529 Plan is expanding its lineup with additional investment options, including three exchange-traded fund (ETF) portfolios from Vanguard. The new lineup will offer broad investment options and reduced costs.
529.com Launched to Inform and Inspire Action - Wednesday, April 08, 2009
Upromise Investments, Inc., the leading administrator of 529 college savings plans, today announced the launch of www.529.com. This exciting new website is dedicated to empowering visitors by simplifying the opportunities presented by 529 college savings plans.
State Announces Scholarship Opportunity in Celebration of 529 College Savings Plan Enhancements - Saturday, October 18, 2008
Treasurer Richard Mourdock, Chairman of the Indiana Education Savings Authority, announces scholarship opportunity at "Saving for College Kids Fair."
State Announces Expansion of College Savings Plans - Thursday, September 25, 2008
Treasurer Richard Mourdock, Chairman of the Indiana Education Savings Authority, announced today that Indiana's CollegeChoice college savings program has been re-launched with a number of enhancements to help Indiana residents save for college more effectively.
Ugift® Passes $1 Million in Contributions - Tuesday, September 23, 2008
Upromise Investments, Inc., a leading administrator of 529 college savings plans, today announced that Ugift, its third-party gifting platform, has broken through the $1,000,000 mark in contributed gifts.
Barclays Global Investors and Upromise Investments, Inc. Announce the First All-ETF 529 Plan for Fee-Based Advisors - Tuesday, August 05, 2008
Barclays Global Investors and Upromise Investments, Inc. announce the launch of the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs) and targeted specifically to fee-based advisory business.
New Law Simplifies College Savings For New York Families - Thursday, June 05, 2008
Upromise Investments, The Vanguard Group, and Columbia Management Group acknowledge the significant benefits of this legislation.
Upromise Investments Names Mark Chapleau President - Friday, April 04, 2008
Upromise Investments, Inc. announces that Mark Chapleau has been named President.
Hawai'i Lt. Governor James R. "Duke" Aiona, Jr. and HI529 - Hawai'i's College Savings Program today announced that Ms. Kuulei Amado of Mililani has won the HI529 sweepstakes drawing, earning $529 toward higher education. The drawing was designed to educate Hawai'i families about their home state's 529 plan.
Arkansas Creates Options to Directly Invest Tax Refunds in 529 College Savings Plans - Monday, March 08, 2010
State Treasurer Martha Shoffner today announced that Arkansas taxpayers will have the option of directly investing individual tax return refunds in their Arkansas 529 college savings plan account. This includes accounts held with The GIFT College Investing Plan, Arkansas' 529 direct college savings plan, and the iShares 529 Plan, Arkansas' advisor-sold college savings plan. This contribution option became available to account holders in January for their 2009 tax returns.
New Matching Grant Program Will Help Nevada Families Save for College
- Tuesday, March 02, 2010
Nevada State Treasurer Kate Marshall and Program Administrator Upromise Investments announced the launch of the Silver State Matching Grant Program. This new initiative allows qualifying Nevada families, who are Upromise College Fund 529 Plan account owners, to apply for a matching grant of up to $300 of extra college savings per calendar year. Applications will be accepted from March 1 through July 30 of each year.
CollegeChoice College Savings Plans Reach $1 Billion Mark in Assets Under Management - Thursday, December 17, 2009
Indiana State Treasurer Richard Mourdock announced that Indiana's CollegeChoice Direct and Advisor 529 college savings plans have surpassed the $1 billion mark in assets under management. Both plans have enjoyed robust growth in total assets and accounts since partnering with Upromise Investments as program manager in September 2008.
Hawaii Expands College Savings Plan - Tuesday, December 15, 2009
Hawaii Lt. Governor James R. "Duke" Aiona Jr. announced the rollout of Ugift® for HI529, Hawaii's 529 college savings plan. Over 2,450 HI529 account owners throughout the state now have access to the unique online gifting platform that allows family and friends to make gift contributions to a HI529 account. Ugift is available to thirteen 529 plans in eleven states and has been used for over 22,000 celebrations.
Ugift® Surpasses $5 Million in Contributions to College Savings - Thursday, December 03, 2009
Ugift, an online gifting platform that allows family and friends to contribute to a 529 college savings account, has eclipsed the $5 million mark in contributed gifts. The service, developed by Upromise Investments, has resulted in more than 21,000 registered events, with gift contributions averaging about $700.
CollegeChoice College Savings Plans Earn High Industry Rating - Tuesday, November 10, 2009
CollegeChoice 529 Direct Savings Plan and CollegeChoice Advisor 529 Savings Plan have been rated 5-Cap for Indiana residents by Bankrate's SavingforCollege.com, the organization's highest ranking. Key factors in the high ranking were the plans' innovative programs and strong performance.
529.com Wins Outstanding Achievement in Web Development - Tuesday, October 27, 2009
Upromise Investments' educational college savings website, 529.com, was awarded the 2009 WebAward for Financial Services Standard of Excellence and Investment Standard of Excellence by the Web Marketing Association. More than 2,000 sites from 45 countries were judged in 96 industry categories during this year's competition.
iShares 529 Plan Kicks Off National College Savings Month With Launch of Advisor-Specific Tools - Tuesday, September 22, 2009
iShares has launched new 529 plan advisor tools - including the 529 Plan Comparison Calculator and Ugift with advisor referral - in recognition of September as National College Savings Month.
Forum Convened by Indiana State Treasurer Mourdock Sets Goals, Direction for Helping More Hoosier Families Afford Higher Education - Wednesday, September 02, 2009
The first Indiana Forum on Financial Access to Higher Education welcomed participants from universities, vocational schools, advocacy groups, and the Indiana Department of Education. The goal: to discuss important next steps that will help Indiana families better prepare and pay for post-secondary education.
On September 25, Saving For College Will Literally Be A Walk In The Park For The Kids Of Indianapolis - Wednesday, August 19, 2009
CollegeChoice 529 welcomed thousands of fifth-grade students from the Indianapolis Public Schools (IPS) for its first-ever Walk Into My Future pledge walk. This walkathon was designed to help children save for college through the pledges that they received for their future higher education.
New York Reduces Expenses for NY's 529 Direct Plan - Tuesday, August 11, 2009
Families saving in New York's 529 College Savings Program Direct Plan have received a reduction of nearly 11% in the Direct Plan's total annual asset-based fee.
New York's 529 College Savings Program Participants Add More Than $25 million in Upromise Rewards to Accounts - Tuesday, June 23, 2009
Since November 2003, families enrolled in New York's 529 College Savings Program Direct Plan and Advisor Plan, who are also members of Upromise®, have transferred more than $25 million in free Upromise earnings into their 529 plan accounts.
Arkansas Reduces Fees for GIFT College Investing Plan - Wednesday, May 13, 2009
Families saving with The GIFT College Investing Plan will receive a fee reduction, the second enhancement Arkansas has made to the GIFT Plan over the past year to make saving for college more accessible.
Vanguard ETFs Added to the Iowa Advisor 529 Plan - Tuesday, May 12, 2009
The Iowa Advisor 529 Plan is expanding its lineup with additional investment options, including three exchange-traded fund (ETF) portfolios from Vanguard. The new lineup will offer broad investment options and reduced costs.
529.com Launched to Inform and Inspire Action - Wednesday, April 08, 2009
Upromise Investments, Inc., the leading administrator of 529 college savings plans, today announced the launch of www.529.com. This exciting new website is dedicated to empowering visitors by simplifying the opportunities presented by 529 college savings plans.
State Announces Scholarship Opportunity in Celebration of 529 College Savings Plan Enhancements - Saturday, October 18, 2008
Treasurer Richard Mourdock, Chairman of the Indiana Education Savings Authority, announces scholarship opportunity at "Saving for College Kids Fair."
State Announces Expansion of College Savings Plans - Thursday, September 25, 2008
Treasurer Richard Mourdock, Chairman of the Indiana Education Savings Authority, announced today that Indiana's CollegeChoice college savings program has been re-launched with a number of enhancements to help Indiana residents save for college more effectively.
Ugift® Passes $1 Million in Contributions - Tuesday, September 23, 2008
Upromise Investments, Inc., a leading administrator of 529 college savings plans, today announced that Ugift, its third-party gifting platform, has broken through the $1,000,000 mark in contributed gifts.
Barclays Global Investors and Upromise Investments, Inc. Announce the First All-ETF 529 Plan for Fee-Based Advisors - Tuesday, August 05, 2008
Barclays Global Investors and Upromise Investments, Inc. announce the launch of the iShares 529 Plan, the first 529 plan designed with portfolios that invest exclusively in iShares Exchange Traded Funds (ETFs) and targeted specifically to fee-based advisory business.
New Law Simplifies College Savings For New York Families - Thursday, June 05, 2008
Upromise Investments, The Vanguard Group, and Columbia Management Group acknowledge the significant benefits of this legislation.
Upromise Investments Names Mark Chapleau President - Friday, April 04, 2008
Upromise Investments, Inc. announces that Mark Chapleau has been named President.





