Columbia 529 Plan — sponsored by the State of Nevada.
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Whether college is 8 years or 18 years away, start here to help build the foundation for your family's college savings plan.
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Please consider the investment objectives, risks, charges and expenses carefully before investing in the Columbia 529 Plan. Contact your financial advisor or Columbia Management at 877.994.2529 or visit www.columbia529.com for a Program Description and Participation Agreement, which contains this and other important information. Read it carefully before investing. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Columbia Management Distributors, Inc., member FINRA and SIPC, distributor and underwriter.
The Columbia 529 Plan is administered by the Board of Trustees of the College Savings Plans of Nevada, which is chaired by Nevada State Treasurer Kate Marshall. Upromise Investments, Inc. serves as the Program Manager and has responsibility for certain administrative and recordkeeping services for the Plan, including assisting Columbia Management Group, LLC (“Columbia Management”) with effecting transactions. These entities are not affiliated with Columbia Management. Columbia Management, through its affiliates, develops the Plan's Portfolios, markets the Plan, assists in the distribution of Portfolio units, performs related management and administrative functions, and performs investment advisory functions to The Columbia 529 Plan. Columbia Management is the investment management division of Bank of America Corporation. Columbia Management also advises institutional and mutual fund portfolios. The Columbia 529 Plan is offered by Program Description, and Columbia Funds by prospectus, and are marketed and distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc., is part of Columbia Management and an affiliate of Bank of America Corporation.
No guarantee: None of the State of Nevada, its agencies, the Federal Deposit Insurance Corporation (FDIC), Columbia Management Group, LLC, Upromise Investments, Inc. or their affiliates insures accounts or guarantees the principal invested therein or any investment returns on any account or investment portfolio. The value of your account will vary based on market conditions and the performance of the investment options selected, and may be more or less than the amount invested.
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