Edvest ranks first place in new 529 plan review

Edvest has been ranked the number one plan for 2018 in a recent rating of the best direct-sold 529 plans by Reviews.com*. The organization looked at 38 plans and 6 key metrics to determine their findings.

Edvest scored the highest overall ranking and was in the top six across each key metric including Past Performance, Management Expenses, Investment Options, and Data Availability. Reviews.com indicated that the competitive past performance track record, user-friendly website, and value pricing all helped set Edvest apart from the rest.

“We’re very proud of this ranking. It shows that we truly are following through on our mission to help make saving for higher education easier and more affordable for more families,” said Jessica Fandrich, of the Wisconsin Department of Financial Institutions, and Officer for the Wisconsin 529 College Savings Program.

Visit Reviews.com to see the rankings as well learn more about their methodology and saving with 529 plans.

*Source: Reviews.com, October 4, 2018.The Edvest College Savings Plan was named the “Best 529 Plan for 2018” out of 38 direct-sold 529 plans. The Plan ranked the highest overall and in the top 6 across each core metric: past performance, management expense, investment options, and data availability. The Rating is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective. Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.