Where is my money held and who manages the investments?


Your money is held at the 529 plan you choose to sign up with.

Backer researched and evaluated various 529 plans before identifying one 529 plan and age-adjusting investment option to advise on. We carefully evaluated plan options to ensure that they offer top-tier performance, low fees, stable administration. You will have an opportunity to review and approve the specific recommendation during signup, including a recommendation for a passive, age-based investment portfolio option, which begins with a more aggressive risk level (more equities) and moderates over time (to more fixed-income securities) as the beneficiary ages.

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