Sep 10, 2002 · 1 You state that in limited circumstances, certain educational institutions also may establish and maintain 529 Plans under Section 529 (b) (1) of the Internal Revenue Code of 1986.

Feb 4, 2003 · The Divisions' positions are conditioned upon the continued validity of TPC's ruling letter from the Internal Revenue Service that the Plan is a "qualified tuition program" under Section 529 of …

Dec 22, 2004 · Half of all of Edward Jones' customers' assets are invested in mutual funds held in brokerage accounts and college savings plans established under Section 529 of the Internal …

Sep 7, 2012 · 1 These plans are named after Section 529 of the Internal Revenue Code. Section 529 governs plan eligibility, investment of funds, how funds may be used and by whom, and transfers …

Background 4. Section 529 of the Internal Revenue Code (“Code”) exempts certain qualified tuition programs (“529 Plans”) from taxation and permits each state (or an agency or instrumentality …

Authorized in Section 529 of the Internal Revenue Code, 529 Plans are established and maintained by States, state agencies, and other state entities (each a "State Entity") to help families save money for …

These investment options must be eligible under Section 529 of the Internal Revenue

Sep 16, 2024 · 9. 529 Plans are established in compliance with Section 529(b) of the Code, with states generally o ganizing their 529 Plans as trusts or funds through legislative action. Individual investors …

Jan 12, 2016 · In your letter, you represent that each tuition program is established pursuant to a state enabling statute that requires the tuition program to conduct business activities consistent with the …

The Company has agreements to provide program management, transfer and servicing and administration services for various 529 Plans. The 529 Plans are named after section 529 of the …