Nebraska State Treasurer Shane Osborn

State
Treasurer

Treasury
Management

Unclaimed
Property

College
Savings

Child
Support

Long-Term
Care Savings

About the Plans

College Savings Plan of Nebraska

www.PlanForCollegeNow.com
1-888-993-3746

The State Treasurer contracted with Union Bank & Trust Company of Lincoln to provide program management services. Under this contract Union Bank provides the day-to-day administration, record keeping, and marketing of the “Plan” as set forth by LB 1003. Union Bank provides separate accounting for each beneficiary. In addition, they administer and maintain overall trust and individual account records.

The College Savings Plan of Nebraska offers 30 investment options consisting of 4 Age-Based Portfolios, 6 Target Portfolios, and 20 Individual Mutual Fund Portfolios ranging from aggressive to conservative investment options. All of the investment options have received the approval of the Nebraska Investment Council.

TD AMERITRADE 529 College Savings Plan

www.tdameritrade.com
1-877-408-4644

The College Savings Plan of Nebraska partners with online brokerage firm, TD AMERITRADE. The partnership, which began in January of 2002, allows another investment channel by offering the Nebraska Plan to online investors. TD AMERITRADE provides an excellent blend of product, price and service which enables customers to manage their own investments and personal finances. TD AMERITRADE offers the same investment options as the College Savings Plan of Nebraska, but it is sold through branch offices and online as the TD AMERITRADE 529 College Savings Plan.

The State Farm College Savings Plan

www.statefarm.com
1-800-447-4930

In May 2003, a joint marketing agreement was established between State Farm and AIM Investments, adding to Nebraska’s college savings lineup. Effective November 1, 2008, OFI Private Investments, Inc. (a subsidiary of OppenheimerFunds, Inc.) now serves as the Investment Manager and Fund Provider for The State Farm College Savings Plan. The new plan offers 9 investment portfolios; 1 Enrollment-Based option, which includes 5 Portfolios, and 4 Static Portfolios. The State Farm College Savings Plan will continue to benefit the Nebraska program by offering a low cost plan and positive performance for Nebraskans as well as participants in other states.


	This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Some states offer favorable tax treatment to their residents only if they invest in the state's own plan. Investors should consider before investing whether their or their designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding your specific legal, investment or tax situation. This material is not an offer to sell or a solicitation of an offer to buy any securities. Any offer to sell shares within a plan may only be made by the Enrollment Handbook and Participation Agreement relating to the plan. The college savings plans within the Nebraska College Savings Program are sponsored by the State of Nebraska and administered by the Nebraska State Treasurer, who serves as trustee to each of the four plan options. The four plan options offer a series of investment portfolios within the Nebraska Educational Savings Plan Trust (plan issuer). The four plan options are intended to operate as qualified tuition programs, pursuant to section 529 of the U.S. Internal Revenue Code. An investor in a college savings plan within the Nebraska College Savings Program should consider the investment objectives, risks, and charges and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's official statement. An official statement may be obtained by going to the website for the plan option or by contacting the State Treasurer's office at 402-471-2455. The official statement should be read carefully before investing. Participation in a plan within the Nebraska College Savings Program does not guarantee that contributions and the investment earnings, if any, will be adequate to cover future tuition and other higher education expenses or that a beneficiary will be admitted to or permitted to continue to attend an eligible educational institution. Neither the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council nor the Program Manager shall have any debt or obligation to any contributor, any beneficiary or any other person as a result of the establishment of the plan, nor will these entities assume any risk or liability for mutual funds in which the plan invests. Investments in the four plans within the Nebraska College Savings Program are not guaranteed or insured by the FDIC, any of the four plan option's investment managers, the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, the Trust, Union Bank & Trust Company, any of their respective affiliates, directors, officers or agents, or any other entity. Contributors to the plans assume all investment risk, including the potential loss of principal and liability for penalties such as those assessed on nonqualified withdrawals. It is possible to lose money by investing in the plans.