ACSR and its affiliates (Ascensus College Savings) have overall responsibility for the day-to-day operations including investment advisory, recordkeeping and administrative services, and … Ascensus succeeded Calvert Investments as program manager in March 2017. DC College Savings Plan is DC’s tax-advantaged 529 savings plan designed to help people easily and affordably save for college. Transfers from Upromise to a CollegeChoice Advisor 529 Savings Plan account are subject to a $25 minimum. DC College Savings 2028 Portfolio $56,992,318 9.20% 2.13% 2.32% 5.05% 6.67% 03/24/17 DC Custom 2028 Benchmark 2.27% 2.74% 5.57% 7.15% 03/24/17 DC College Savings 2025 Portfolio $58,490,254 9.44% 1.61% 1.61% 3.46% 4.88% 03/24/17 DC Custom 2025 Benchmark 1.61% 1.85% 3.83% 5.23% 03/24/17 DC College Savings 2022 Portfolio $61,314,194 9.89% 1.06% 1.25% 2.53% … Our exclusive Retirement Savings Calculator will help you estimate the future value of your retirement savings and determine how much more you need to save each month to reach your retirement goal. The Bond Buyer is excited to kick off the fifth-annual Rising Stars program, showcasing the brightest young minds in the municipal bond industry.. The Vanguard Group, Inc., serves as the Investment Manager for The Vanguard 529 College Savings Plan and through its affiliate, Vanguard Marketing Corporation, markets and distributes the Plan. Transfers from Upromise to a DC College Savings Plan account are subject …

Transfers from Upromise to a DC College Savings Plan account are subject … Principal Protected Portfolio. Participating companies, contribution levels, and terms and conditions are subject to change at any time without notice. the DC College Savings Plan enhancements (along with risks, expenses, and other important information). DC College Savings 2028 Portfolio DC College Savings 2025 Portfolio DC College Savings 2022 Portfolio DC College Savings 2019 Portfolio DC College Savings In College Portfolio Individual Portfolios U.S. Intermediate-Term Bond Index Portfolio Intermediate-Term Bond Portfolio U.S. Total Stock Market Index Portfolio U.S. Ascensus Broker Dealer Services, LLC, serves as Program Manager and has overall responsibility for the day-to-day operations. All other marks are the exclusive property of their respective owners.

For more information about The DC College Savings Plan ("the Plan"), call 800-987-4859, or visit www.dccollegesavings.com to obtain a Program Disclosure Booklet, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it …

Not FDIC-Insured (except for the Savings Portfolio). Terms and conditions apply to the Upromise Service. 529 plans and K-12 … August 1, 2003 – July 31, 2006 : DC College Savings 2022 Portfolio Ascensus succeeded Calvert Investments as program manager in March 2017.

Transfers from Upromise to a DC College Savings Plan account are subject … Ongoing through March 24, 2017 March 1, 2017 Wednesday, March 22, 2017 Thursday, March 23, 2017 –

The plan features a menu of age-based and static portfolio options utilizing investments from BlackRock, Vanguard, Loomis Sayles, JP Morgan, Dimensional Fund Advisors (DFA), Schwab, and Ameritas Life. Upromise is an optional service offered by Upromise, Inc., separate from The DC College Savings Plan, and is not affiliated with ACSR or the District of Columbia. If you have questions about the transition, visit www.dccollegesavings.com or call 800.987.4859 (800.368.2745 for non-DC residents).