Overview:

A 529 plan is an account that allows you to invest specifically for future education expenses. Similar to IRAs and 401(k)/403(b) plans designed to help save for retirement, 529 plans are aimed at helping families save for higher education. The accounts are administered at the state level and are typically managed by a financial services company that handles all the paperwork and oversees the investments.

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Celebrating 25 Years

If you have any questions, feel free to contact Ellen, HR Benefits Manager, at ejarr@co.ozaukee.wi.us or by phone at (262) 284-8323.