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Home / Document Type / Plan Establishment

Plan Establishment

#400 Standard SEP Plan Prototype Kit
$6.25
#400 Standard SEP Plan Prototype Kit quantity
#416 5305-SEP Plan Kit
$6.25
#416 5305-SEP Plan Kit quantity

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

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