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 …

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 …

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 …

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 …

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 …

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. …

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 …

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 …