Three different ways to choose your investments
Whether you want to grow assets for college or preserve what you've already earned, the Advisor-Guided Plan offers investment options to meet your unique goals, timeframe and risk tolerance.
I want to...
News and updates
Expanded investment lineup and lower fees with J.P. Morgan as the Advisor-Guided Plan’s new investment manager and distributor
Can I change how my contributions are invested?
Federal law allows you to reallocate existing plan assets once every calendar year or when changing beneficiaries. You can change how future contributions are invested at any time.