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The Maryland 529 Plans

Since its inception, Maryland 529 has been committed to helping make higher education more affordable for Maryland families through its two college savings plans:

The Maryland Senator Edward J. Kasemeyer Prepaid College Trust (also referred to as the Prepaid College Trust or the Trust)
The Maryland Senator Edward J. Kasemeyer College Investment Plan (also referred to as the College Investment Plan)

Together, the plans have approximately 245,000 Beneficiaries with investments of more than $7.4 billion, as of June 30, 2019.

Maryland 529 also administers the Maryland ABLE program, which helps individuals with disabilities save money and pay for qualified disability-related expenses without jeopardizing State or federal means-tested benefits such as SSI or Medicaid.

To learn more about Maryland 529, download our media fact sheet.

Press Releases

	Title
	Maryland 529 Announces Enhancements to the Maryland College Investment Plan
	Maryland 529 Announces New Executive Director

Interview Opportunities

Maryland 529 is always available to discuss college savings and details on Maryland’s two 529 plans, the Maryland Prepaid College Trust and Maryland College Investment Plan. If you’re interested in scheduling an interview for a radio or TV program, or an article for a print publication, please contact:

Maryland 529
Michelle Winner, Director of Marketing
217 East Redwood Street, Suite 1350
Baltimore, Maryland 21202
443-769-1024

See Michelle Winner on Maryland Public Television’s Ways to Pay for College 2019-20.

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Disclosure Statement

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 61 plans for its 2020 ratings (10/27/20), of which 11 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts organized their research around four key pillars: Process, People, Parent, and Price. Visit this site for additional information about Morningstar's methodology. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

© 2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Please read the entire Enrollment Kit carefully before deciding to enroll. The Maryland College Investment Plan Disclosure Statement provides investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. If you or your beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your beneficiary’s home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

*Morningstar analysts reviewed 61 plans for its 2020 ratings (10/27/20), of which 11 plans received a “Silver” rating. To determine a plan’s rating, Morningstar’s analysts organized their research around four key pillars: Process, People, Parent, and Price. Visit this site for additional information about Morningstar's methodology. Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.

Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts’ current expectations about future events and, therefore, involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees.

© 2020 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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