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Celebrate National 529 Day this May
Help your employees improve their financial wellness and learn about Edvest, Wisconsinís direct-sold 529 college savings plan. Free Edvest webinars will be held for families during May:

May 12, 11 AM to Noon CT Ė Register

May 26, 11 AM to Noon CT Ė Register

Wisconsin employers are encouraged to join us for a free Edvest at Work webinar on May 19, 11 AM to Noon CT. Learn how to incorporate Edvest as an easy-to-use employee benefit at no cost with no contract or reporting requirement. Register.

To celebrate National 529 Day (May 29th), the Edvest College Savings Plan is offering a 529 Day Promotion. Get $50 when opening a new Edvest account between 5/24 and 5/31 at Edvest.com/529Day.1 Share with employees, family and friends!

Learn more at Edvest.com.

To speak with an Edvest at Work specialist please contact:

Khaleel Ali, College Savings Consultant
khaleel.ali@tiaa.org or (414) 410-0009
Serving Southeastern, South Central and Southwest Wisconsin

Kevin Pytleski, College Savings Consultant
kevin.pytleski@tiaa.org or (608) 234-6317
Serving Northeastern, North Central and Northwest Wisconsin

1When you open a new Edvest College Savings Plan account with a $50 contribution (and sign up for recurring contributions including payroll direct deposit of $25 or more per month for a minimum of 6 months) between May 24, 2021 at 12:01 AM and May 31, 2021, at 11:59 PM (CT), Edvest will match $50 on or before January 31, 2022.† Visit Edvest.com/529Day for official Terms and Conditions beginning May 5, 2021. Void where prohibited or restricted by law. Sponsored by TIAA-CREF Tuition Financing, Inc.

To learn more about Wisconsinís Edvest College Savings Plan, its investment objectives, tax benefits, risks and costs, please see the Plan Description at Edvest.com. Read it carefully. Investments in the Plan are neither insured nor guaranteed and there is the risk of investment loss. If the funds arenít used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply.† Check with your home state to learn if it offers tax or other benefits such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan. Consult your legal or tax professional for tax advice. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributor and underwriter for the Wisconsin College Savings Plan. ††††††

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©2016 Wisconsin Society for
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2820 Walton Commons
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Phone: (608) 204-9827
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