Future Scholar

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State Treasurer Curtis Loftis’ 529 College Savings Plan Surpasses $3 Billion Mark

The Future Scholar 529 College Savings Plan has exceeded $3 billion in total assets under management, while June 2017 marked the best June sales month in the 15-year history of the plan.

Events

Learn more about Future Scholar at an event near you.

Representative will be onsite to answer your questions and help you choose the right Future Scholar 529 College Savings Plan for your family.

As South Carolina State Treasurer, one of my top priorities continues to be helping our children achieve success. That’s why I am proud to administer the Future Scholar 529 College Savings Plan, working in partnership with Columbia Threadneedle Investments. Future Scholar gives South Carolina’s children a path to fulfilling their college dreams.

Sponsored by the State of South Carolina and administered by the State Treasurer’s Office, Future Scholar is the smart, easy way to save for college. When South Carolina taxpayers save with the Plan, they enjoy federal and state tax benefits and low fees. What’s more, Future Scholar is recognized as an industry leader in performance. Over the years, it has consistently received high rankings from Morningstar Fund Research and Savingforcollege.com.

The value of a college education is undeniable, and we know families benefit when they have an investment vehicle to help maximize their hard-earned savings. Future Scholar offers a way to grow savings now to meet college expenses when that important time comes. I encourage you to learn more about Future Scholar. Rankings information can be found by visiting Savingforcollege.com.

Sincerely,

Curtis Loftis
State Treasurer
State of South Carolina

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Contact Us

888.244.5674
Monday - Friday
8am - 8pm (EST)

Future Scholar 529 College Savings Plan
P.O. Box 8036
Boston, MA 02266-8036

Not FDIC InsuredNo Bank GuaranteeMay Lose Value

Click to expand full legal disclosure

Please remember there’s always the potential of losing money when investing in securities.Please consider the investment objectives, risks, charges and expenses carefully before investing in the Future Scholar 529 College Savings Plan. Contact your financial advisor or Future Scholar for a Program Description, 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.

Tax treatment varies by state. The tax information set forth on this website is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates or the South Carolina Office of State Treasurer. Please contact your tax advisor before making any tax related decisions.

The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description . You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.

The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.