Notice Regarding Fees:
Effective January 1, 2015, the $50 annual Account Maintenance Fee will be eliminated for ALL Client Select Series accounts.
Important Information regarding Investment Changes: On December 19, 2014, the President of the United States signed into law the Achieving a Better Life Experience (ABLE) Act of 2014. Among other things, the ABLE Act increases the opportunity for an owner of a Section 529 college savings plan account to make an investment change from once to twice in a calendar year, in addition to upon a change of beneficiary. The ABLE Act applies to taxable years beginning after December 31, 2014. As a result, NextGen account owners may change their existing investment choices twice per calendar year, and upon a change of beneficiary, beginning in 2015. As always, account owners may change their future investment choices at any time.