Saving for College with the iShares 529 Plan Increase AUM with 529s Webinar
  • Saving for College with the iShares 529 Plan
  • Increase AUM with 529s Webinar
Manage Accounts
Advisor Investor

New to iShares 529?
 Call 888-529-9552 to establish
      your firm with BlackRock
iShares 529 Plan Advantages
You're in control. Choose from portfolios focused on specific asset classes or year-of-enrollment, or build custom portfolios to meet your clients' needs.

Keep fees in check with one of the lowest average asset-based fees at 61 bps.1

Manage client risk with diversified exposure to a specific asset class or sector.

Clients will know exactly what investments they own in their 529 plan and how much they are paying.

Resources and Strategies
529 Plan Comparison Calculator
An easy way to help evaluate 529 Plans for your client
iShares 529 Plan Enrollment Kit
Includes all Brochures and Forms needed to open an account for your Clients
Accelerated Gifting into 529 Plans
Article from the Financial Planning Strategies Series on enabling clients to reduce or eliminate their federal gift tax exposure.
Featured Content
Increase AUM with 529s Webinar
529 Plan expert from, Chris Stack, Esq, covers the income, estate, and gift tax advantages of 529 Plans, and provides client conversation examples to help increase 529 assets
Saving for College the iShares Way
Your Guide to the Advisor-Sold iShares 529 Plan
Shrink the Cost of College
College expert Lynn O'Shaughnessy discusses what you need to know to help guide clients through financial aid options and more.

Please select your investor type so that we may best optimize your site experience. If you are unsure as to the terminology of investor types please read the 'Explanation of Investor Types' shown below.

A Broker/Dealer Representative is a registered representative of a broker/dealer firm that is registered with the SEC and is a member of FINRA.

A Registered Investment Advisor (RIA) is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.

An Individual Investor is not a financial professional.

Please Note: Before investing in any 529 plan, you should consider whether your or the designated beneficiary's home state offers a 529 plan that provides its taxpayers with state tax or other benefits that are only available through the home state's 529 plan. You also may wish to contact directly your home state's 529 college savings plan(s), or any other 529 plan, to learn more about those plans' features, benefits, and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

Call 1-888-529-9552 or visit to obtain a Program Description and Participation Agreement which includes investment objectives, risks, charges, expenses and other important information; read and consider it carefully before investing or sending money. BlackRock Investments, LLC ("BRIL"), Distributor.

The iShares 529 Plan is a college tuition savings program sponsored by the State of Arkansas and is administered by The Arkansas 529 Plan Review Committee (Committee). Ascensus Broker Dealer Services, Inc. (ABD), the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, recordkeeping, and administrative services. BlackRock Investments, LLC, has responsibility for marketing and distribution of the iShares 529 Plan. BlackRock Fund Advisors serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. The iShares 529 Plan's Portfolios invest in either (i) exchange traded funds; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Units of the Portfolios are municipal securities, are not exchange traded funds, and the value of units will vary with market conditions.

Investment returns will vary depending on the performance of the Portfolios you choose. Except to the extent of FDIC insurance available for the Savings Portfolio, you could lose all or a portion of your money by investing in the iShares 529 Plan, depending on market conditions. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Neither BlackRock, Inc., and its affiliates nor Ascensus Broker Dealer Services, Inc. and its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein: and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

BlackRock Institutional Trust Company, N.A., and BlackRock Investments, LLC, are subsidiaries of BlackRock, Inc., none of which is affiliated with Ascensus Broker Dealer Services, Inc.

Investing involves risk, including possible loss of principal.

* Not FDIC Insured (except for the Savings Portfolio) * No Bank, State or Federal Guarantee
* May Lose Value

Under the terms of the contract among Ascensus Broker Dealer Services, Inc., Ascensus Investment Advisors, LLC and the State of Arkansas, all parties are required to treat Account Owner and Designated Beneficiary information confidentially. The iShares 529 Plan does not disclose any nonpublic personal information about Account Owners or Designated Beneficiaries to anyone, except as permitted by law, or if required by court order or other order. Permitted disclosures include, for instance, providing information to employees of Associated Persons and to service providers who need to know the information to assist the iShares 529 Plan in providing services to you. In addition, the Program Manager, Associated Persons and their respective affiliates and service providers may send mailings (including email and direct mail) directed to Account Owners or to the Designated Beneficiary of brochures, pamphlets, and other advertising or marketing information concerning the Program Manager and Associated Persons and their respective affiliates and service providers or the products or services thereof.