Transcription of SUPPLEMENT DATED JANUARY 2022 TO THE …
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ES-INA-SUP-102021 SUPPLEMENT DATED OCTOBER 2021 SUPERCEDING THE SUPPLEMENT DATED JULY 2021 TO THE collegechoice advisor 529 savings plan DISCLOSURE BOOKLET AND PARTICIPATION AGREEMENT DATED JANUARY 2021 This SUPPLEMENT describes important changes affecting the plan . Unless otherwise indicated, capitalized terms have the same meaning as those in the Disclosure Booklet. Effective on or about November 7, 2021, collegechoice advisor will begin to offer a new Year of Enrollment Portfolio and change certain Underlying Investments in both the Year of Enrollment and Individual Investment Options.
The CollegeChoice Advisor 529 Savings Plan is revising the description of one of the sales charge waivers. ... progressively more conservative investments as your Beneficiary approaches college age. There are eight (8) Year ... by Vanguard, Schwab, BlackRock, DFA, American Funds, T. Rowe Price, Carillon Tower Advisors, and a funding agreement ...
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