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Governor Herbert Declares September College Savings Month
"Governor Gary Herbert signed a declaration officially proclaiming September as College Savings Month in the State of Utah..."
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May 29—"529 Day"
"In support of "529 Day," the Utah Educational Savings Plan, Utah's official 529 plan, will match contributions up to $20 for accounts opened on May 29, by Utah residents when the account owner and beneficiary are both new to UESP."
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Morningstar Ranks UESP as a Top-Five Choice
"Today UESP was ranked as one of the top five 529 college savings plans in the country."
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States Offer Safe Choices in 529 Plans
“On Wednesday, the Utah Educational Savings Plan, or UESP, will roll out savings accounts insured by the Federal Deposit Insurance Corp. Unlike other states' bank-deposit products that have been launched in recent years, Utah's account has no minimum contribution requirements and is fully liquid."”
Wall Street Journal
February 11, 2009

UESP Announces FDIC-Insured Investment Option
A new federally insured college savings option, Option 11: FDIC-Insured Savings.
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Important State Tax Benefit
Deadline approaching to receive 2008 tax break on college savings.
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Plan Makes Starting College Account Easy
"I finally decided that I needed to stop fretting that starting accounts would take too long or would be too complicated. It was time to visit the Web site of the Utah Educational Savings Plan—www.uesp.org. When I heard a few months ago that the UESP had made it possible to start accounts online, I decided to get up off the couch, mosey over to my computer and see if setting up 529s was as easy as the press release made it sound. You know what? It was."
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Deseret News
October 5, 2008

UESP Fee Reductions
UESP's rock bottom fees just got even lower.
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New Investment Option
UESP announces a new investment option, Option 10: Equities—30% International.
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35 Minutes to Riches
"Stick with your local 529 if it's a MONEY pick. But if your homegrown options are fee-laden and offer no tax breaks, go with the Utah Educational Savings Plan (800-418-2551; uesp.org). Click on the Forms tab and download the program description and "form 100." Figure on 15 minutes to read, 19 minutes to fill out the agreement, one minute to fax. (35 minutes)"
Money Magazine
October 2007

The Best Way to Save for College
“Rock-bottom fees. If low investment costs are your primary concern, take a look at the Utah Educational Savings Plan Trust.”
Kiplinger’s Personal Finance
September 2007

The Best College Savings Plan Just Got Better
“You will typically find the lowest costs among direct-sold 529s, such as Utah’s Education Savings Plan, with expenses of 0.38% or less.”
Money Magazine
August 2007

Morningstar Picks Best, Worst 529s
“Generally speaking, it’s still Utah – which is one of the reasons that it is perennially on top of our list of the best 529 plans. Assuming a conservative rate of return of 5% annually over a 22-year time horizon, it is basically a wash for a smaller investor starting out with $500 and investing $50 a month. But for those contributing more, say $2,000 a year, the Utah plan is clearly the better deal in terms of cost.”
Morningstar, Inc.
May 10, 2007

The Best and Worst 529 College Savings Plans
“The Utah Educational Savings Plan, which is run by the state, remains a top choice due to a diverse lineup of portfolios and low annual expenses, which mostly range from 0.25% to 0.38% across its portfolios.”
Wall Street Journal
March 1, 2007

“Utah has a good thing going with its highly touted Education Savings Plan…and even more people ought to take advantage of it.”
KSL Editorial Board
January 30, 2007

© 2009 Utah State Board of Regents, all rights reserved.
The terms Utah Educational Savings Plan and UESP are registered service marks.

Investors should read the Program Description and consider all investment objectives, risks, charges, and expenses before investing. The Program Description is available for download on the Web or a hard copy can be mailed to you by requesting it online from this Web site.

FDIC Insurance. Except for the underlying investment specified below, investments in UESP are not insured by the Federal Deposit Insurance Corporation (FDIC). FDIC insurance is provided for the FDIC-insured savings account held in trust by UESP at Zions First National Bank (Bank). Funds in the savings account are insured by the FDIC on a pass-through basis to each account owner up to the maximum amount set by federal law—currently $250,000 through December 31, 2013, and $100,000 thereafter. The amount of FDIC insurance provided to an account owner is based on the total of (1) the value of an account owner’s investment in UESP’s FDIC-insured savings account plus (2) the value of other accounts held (if any) at the Bank, as determined by the Bank and by FDIC regulations.

No Other Insurance and No Guarantees. Investments in UESP are not insured nor guaranteed by the State of Utah, UESP, the Utah State Board of Regents, the Utah Higher Education Assistance Authority, other state agencies, federal government agencies (except to the extent noted above regarding FDIC insurance ), or any employees or directors of any such entities. Units in UESP have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

Account Value. The value of your UESP account may vary depending on market conditions and the performance of the investment option you select. It could be more or less than the amount you contribute; in short, your investment could lose value. However, subject to the application of Bank and FDIC rules and regulations to each account owner, funds in UESP’s FDIC-insured savings account will retain their value, whether in Option 11 or when allocated to portions of Options 2, 7, 8, and 9.

Non-Utah taxpayers and residents: You should determine whether the state in which you or your beneficiary pay taxes or live offers a 529 plan that provides state tax or other benefits not otherwise available to you by investing in UESP. You should consider such state tax treatment and benefits, if any, before investing in UESP.

 

"This is a great opportunity for all Utah residents to take advantage of 529 Day and jump start their college savings..."
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"Utah's 529 plan has long been a favorite of ours and remains a strong choice..."
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States are expanding the conservative options in their 529 college savings plans as more families look to protect their savings
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UESP is launching an FDIC-insured savings account investment option
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The State of Utah allows a state tax credit for Utah account owners saving for college with UESP
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More Savings for Utah Educational Savings Plan Participants Announced during National College Savings Month
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Enhanced Enrollment Capability Available with the Utah Educational Savings Plan
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UESP Proud Sponsor of Road To Success More >>>

UESP Reaches 100,000 College Savings Accounts Ahead of Projections More >>>


UESP Announces Fee Reduction
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UESP reaches $2 Billion in Investments. More >>>


KSL Editorial features Utah Educational Savings Plan
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KSL Studio 5 features Utah Educational Savings Plan
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Comcast Newsmakers features Utah Educational Savings Plan
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Check out the competition. One top deal:  UESP offers great funds……”  Reported by Money Magazine.
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