Utah Educational Savings Plan

About the Utah Educational Savings Plan (UESP) — Especially for Financial Advisors

From tax advantages to low fees and 14 investment options, find out how UESP can make it easy for you to help your clients.

  • Limited Power of Attorney

    Help manage your clients' UESP accounts through limited power of attorney authorization.  » Learn More
     
     

  • Data Integration Solutions

    Download account information regarding your clients’ UESP account with timely, accurate data from your preferred portfolio management software or data aggregator. » Learn More

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  • Low Fees

    Investment options with a low-cost fee structure have helped the Utah Educational Savings Plan consistently rank among the best 529 college savings plans in the country. » Learn More

  • Tax Considerations

    As a qualified tuition program under Section 529 of the Internal Revenue Code, UESP is designed to provide tax benefits for account owners and beneficiaries. » Learn More
     

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  • Investment Options

    UESP offers four age-based, eight static, and two customized investment options, with each investment option utilizing a distinct investment strategy. The underlying investments include mutual funds offered by Vanguard and Dimensional, the Utah Public Treasurers’ Investment Fund, and an FDIC-insured savings account. » Learn More

  • Forms & Downloads

    View, print, and complete forms or follow links to complete online. » Learn More
     
     
     
     
     
     
     
     

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  • Professional Service Team

    UESP's Professional Service Team is dedicated to providing special assistance to financial and accounting advisors.
    Phone: 888.529.1886  |  Fax: 888.529.9197  |  advisorinfo@uesp.org