ONE FORM.
MANY THANKS.
One simple form enables your employees to contribute easily to their New Mexico 529 college savings account offered by The Education Plan, through a direct payroll deduction option.
ONE FORM.
MANY THANKS.
One simple form enables your employees to contribute easily to their New Mexico 529 college savings account offered by The Education Plan, through a direct payroll deduction option.
Give your employees the ability to save for their future with a 529 college savings plan.
Just like a 401(k) plan, your organization will be able to seamlessly transfer designated funds from an employee's paycheck into their existing 529 accounts every single pay cycle.
Your organization will not absorb any charges or fees by providing this benefit to your employees. It's completely free. However, your employees who are saving for their children's education will find this unique benefit very appealing.
EASY
Completing the form is easy. Simply provide:
- Organization's name
- Organization's basic information
- Preferred deduction method
Download the form here.
FREE
Providing this benefit to your employees is completely free. There are no hidden costs, transaction fees, or charges. Your organization may choose to provide an optional contribution matching plan at an additional cost.
UNIQUE
Diversify your employee benefits package by providing a direct payroll deduction option to their 529 college savings account. Showing you care about your employees' families helps you stand out amongst your peers.
You may download our program overviews here:
OFFERING YOUR 9 TO 5 A 529.
DOWNLOAD THE FORM TODAY.
Once you've completed the form, mail it in. Adding this employee benefit couldn't be easier.
If you would like more information, call 1-877-337-5268 to speak with a representative or visit TheEducationPlan.com.
1-877-337-5268
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. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.
The Education Plan® is operated as a qualified tuition program offered by The Education trust Board of New Mexico and is available to all U.S. residents. OFI Private Investments Inc., a subsidiary of OppenheimerFunds, Inc., is the program manager for The Education Plan and OppenheimerFunds Distributor, Inc. is the distributor of The Education Plan. 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. These securities are neither FDIC insured nor guaranteed and may lose value.
Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. The Plan Description and Participation Agreement contain this and other information about the Plan, and may be obtained by visiting www.theeducationplan.com or calling 1.877.EdPlan8. Investors should read these documents carefully before investing.
The Education Plan® is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC 225 Liberty Street, New York, NY 10281-1008 The Education Plan® and The Education Plan® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.