Utah Educational Savings Plan

Investment Options

UESP offers 14 investment options, with each investment option utilizing a distinct investment strategy. Investment options include investments in a variety of funds offered by Vanguard, Dimensional, the Utah Public Treasurers’ Investment Fund (PTIF) , and FDIC-insured accounts held in trust at Sallie Mae Bank and U.S. Bank. The customized investment options allow the account owner, with your guidance as their financial advisor, to select the investment allocation from the available underlying investments.

Explore Your Options

Investment Option Change

According to the Internal Revenue Service (IRS) rules for 529 plans, an investment option change is limited to two per calendar year for accounts with the same account owner/agent and beneficiary combination.