Capabilities

529 College Savings Plan

Goldman Sachs’ 529 College Savings Plan offers a competitively priced, robust way to save for educational goals. With broad eligibility and efficient management, account owners may maximize the allocation of their funds to qualified education expenses.
At a Glance
30+
ThousandInvestors
30
PortfoliosTo select from

Source: Goldman Sachs Asset Management as of November 30, 2023.

What Makes Us Different

Partners in Education

Goldman Sachs Asset Management is the investment manager and distributor for the state of Arizona's advisor-sold Goldman Sachs 529 Plan, available in every state. Through our partnership with Ascensus, the Plan administrator and program manager, Goldman Sachs Asset Management can offer a competitively priced and robust savings experience that delivers results to help achieve educational goals. Competitive fees and investment minimums make investing in education goals feasible for all.

Low Costs and Broad Eligibility

Investors in all 50 states can benefit from our Plan’s competitive fees and investment minimums. Investments and qualifying withdrawals are not subject to federal taxes, though only Arizona taxpayers can take advantage of state tax benefits offered by Arizona. Plan savings can be used for the costs of tuition, fees, room and board, technology, and required materials for K-12, college, and other qualified educational training initiatives.

Efficient Management

Our Plan’s enhanced online account functionality helps account owner to save and manage their accounts, with convenient tools like 529 QuickView®: Online 529 account management for financial professionals, direct electronic tuition payments, and NSCC connectivity for initial purchases and ongoing trading.

Diverse Investment Options

Our 529 Plan offers a diversified range of investment options designed to meet a wide variety of investment goals and education savings needs, including Year of Enrollment Portfolios, Target Risk Portfolios, and Individual Portfolios.

Ugift®

Family and friends can directly contribute to your 529 College Savings Plan through direct gifting using Ugift® Platform.

Diversification does not protect an investor from market risk and does not ensure a profit. No assurance can be given that the client’s investment objective may be achieved.

Goldman Sachs 529 Plan
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Resources and Account Forms

Document Name
Goldman Sachs 529 Plan Brochure
Goldman Sachs 529 Plan Fact Sheet
Goldman Sachs 529 Plan Fees and Expenses
Goldman Sachs 529 Plan Description
Goldman Sachs 529 Account Application Form
Account Application for an Entity account
Account Features Form
Profile Change Form
Change of Investment Form
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