The happenings "inside" the Wisconsin State Treasury and across the street at the State Capitol

FAQ Edvest: What are Differences Between Old and New Plan?


The main differences between the pre- and post-transition plan are that Edvest now consists of only direct-sold, no load accounts; total plan fees are lower; the investment choices have increased from 15 to 22 and the plan website has new tools, including mobile account access for your smartphone. For more specific details about plan differences, please refer to the comparison table on page 1.

For more information, www.wismissingmoney.com.

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3 responses

  1. Pingback: FAQ Edvest: Tax Advantages to College Savings | Wisconsin State Treasury

  2. Pingback: FAQ Edvest: What Are the Plan Fees? | Wisconsin State Treasury

  3. Pingback: FAQ Edvest: What Are the State and Federal Tax Advantages? | Wisconsin State Treasury

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