Please note that the PA 529 Investment Plan (IP) will be making some important changes on April 27, 2018. An overview of these changes is available here.
While we are working to update this website and the PA 529 IP enrollment material to reflect these changes, details are available in a supplement to the PA 529 IP Disclosure Statement.
Effective April 27, 2018, the PA 529 IP will be making the following changes:
Current and prospective account owners should determine how these changes, including changes in risk tolerance, may affect PA 529 IP accounts. If you are unsure how these upcoming changes may affect your personal situation, please contact a qualified financial professional.
Additionally, on December 22, 2017, the president signed new tax legislation into law. While we're working on updating our website to reflect the new U.S. tax laws, the website may not address these changes.
The legislation includes several new provisions related specifically to 529 plan accounts, beginning with the 2018 tax year:
Please check back as we update our website to reflect these changes. For additional guidance on these new provisions, account owners should consult the Pennsylvania Department of Revenue at www.revenue.pa.gov or by calling 717-787-8201 or consult a qualified tax advisor about your personal situation.