Utah Educational Savings Plan

Investment Options

Choose Your Strategy from Age-Based, Static, or Customized Investment Options

The Utah Educational Savings Plan (UESP) offers 14 investment options, allowing you to choose from distinct investment strategies. Your choices range from your own customized allocation of mutual funds invested in stocks and bonds to a FDIC-insured investment. To browse through individual investment options, select one from the drop-down menu at right or explore the age-based, static, or customized investment categories below.

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.