Help your clients invest in MOST 529 Plan

You'll find a great variety of low-cost investment options along with all the tools and support you need to help your clients save for their children's higher-education goals.

Advisor advantages

Low-cost investment options

You'll have access to 16 investment options with expense ratios well below the industry average of 0.71*, including:

  • Age-based options with expense ratios of 0.23%.
  • Indexed portfolios with expense ratios ranging from 0.23% to 0.31%.
  • Actively managed portfolios with expense ratios ranging from 0.37% to 0.58%.

Highly rated mutual funds

The portfolios' underlying mutual funds are managed by Vanguard and Dimensional Fund Advisors (DFA), as follows:

  • 3 age-based options managed by Vanguard.
  • 11 individual portfolios managed by Vanguard.
  • 5 individual portfolios managed by DFA.

Dedicated advisor support

Need help? You'll enjoy the support of a specialized team for advisors only. When you partner with the MOST 529 Plan, you'll get:

  • An exclusive toll-free phone number (866-834-9674) for advisor support.
  • A specialized team of 12 advisor service associates.
  • An enrollment kit and other forms you can easily download online.
  • Varying levels of access to your clients' accounts.