The Investment Plan provides the advantages of 529 plans and allows you to choose from investment options provided by
Vanguard, one of the nation's largest financial services companies.
- Select from 13 options, from conservative to balanced to aggressive - including three Age-Based portfolios.
- Your return is based on the performance of the underlying funds which are comprised of stocks, bonds, and other investments depending on the investment options that you select - which means your return could be higher or lower than the rate of tuition inflation.
- The Investment Plan does not offer a guarantee that your savings will match the rate of college tuition inflation.
- Neither the Account Owner nor the Beneficiary needs to be a Pennsylvania resident to participate in the Investment Plan.
Learn more about the Investment Plan