529 Plan definition

529 Plan means a qualified tuition program (as defined in 26 U.S.C. § 529). It is a tax-advantaged savings plan or prepaid tuition plan designed to help pay for education.
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529 Plan. A qualified prepaid tuition program or college savings plan within the definition of IRS Section 529 of the Code.
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529 Plan means the USAA 529 College Savings Plan, which is a College Savings Plan of Nevada created by the State of Nevada pursuant to Chapter 353B of the Nevada Revised Statutes, as amended, which is a qualified tuition program within the meaning of Section 529 of the Code, or any successor provision, offered by the Nevada College Savings Trust Fund and administered by the Nevada State Treasurer and is the subject of the 529 Agreement.
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Examples of 529 Plan in a sentence

  • Similarly, required income distributions by a trust, minimum required individual retirement account (IRA) distributions and 529 Plan distributions for education expenses will not generally trigger a holding period violation.

  • Further, investments in an Allianz 529 Plan must also be reported, even if such account does not hold PIMCO or Allianz affiliated funds.

  • Similarly, direct investments in open-end mutual funds or interval funds managed or sub-advised by PIMCO or an Allianz affiliated entity that are held within a qualified tuition program sponsored by a state, state agency or educational institution and authorized by Internal Revenue Code Section 529 (also known as a 529 Plan) must be reported but do not need to be pre-cleared.

  • Purchases or sales of open-end mutual funds or interval funds (including those held through a variable insurance product direct account or a 529 Plan account) that are not managed or sub-advised by PIMCO or an Allianz affiliated entity (i.e., open–end mutual funds and interval funds are not required to be reported unless the fund is managed or sub-advised by PIMCO or an Allianz affiliated entity).

  • For purposes of clarity, a Covered Person is required to report the opening or closing of a 529 Plan, but is not required to report transactions in underlying mutual funds or other investments in 529 Plans.

  • Amounts contributed to Ohio CollegeAdvantage: Ohio’s 529 Plan 31.

  • Note that you do not have Beneficial Ownership of holdings in qualified tuition programs established pursuant to Section 529 of the Internal Revenue Code (“529 Plans”) if neither the Adviser nor a control affiliate of the Adviser manages, distributes, markets or underwrites the 529 Plan or the investments and strategies underlying the 529 Plan.

  • Certain employees involved with the offering or distribution of municipal fund securities (e.g., a "529 Plan") or acting as a director for certain subsidiaries, must also adhere to the restrictions and reporting requirements of the Municipal Securities Rulemaking Board.

  • Similarly, required income distributions by a trust, minimum required individual retirement account (or "IRA") distributions and 529 Plan distributions for education expenses will not generally trigger a holding period violation.

  • Financial Accounts: (select one) Financial accounts include, but are not limited to, checking, savings, certificates of deposit, money market accounts, medical or health savings accounts, education or college saving plans (for example, 529 Plan), and trusts.1.Neither party has any ownership interest in any financial accounts.


More Definitions of 529 Plan

529 Plan means a qualified tuition program established pursuant to Section 529 of the Internal Revenue Code of 1986, as amended, including both a prepaid college tuition plan and a college savings plan.
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529 Plan means a plan established and maintained pursuant to Section 529 of the IRC, as “qualified tuition plan,” which is designed to encourage and facilitate saving and investing funds by offering numerous tax and other advantages to pay for certain future primary, secondary and higher education expenses.
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529 Plan means the Ivy InvestED 529 Plan, which is part of AZ529, Arizona’s Education Savings Plan created by the State of Arizona, which is a qualified tuition program within the meaning of Section 529 of the Code, or any successor provision.
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529 Plan is a commonly accepted name for any plan that adheres to the Code to invest for Qualified Higher Education Expenses.
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Related to 529 Plan

  • Flexi Plan means any individual indemnity hospital insurance plan under the VHIS framework with enhancement(s) to any or all of the protections or terms and benefits that the Standard Plan provides to the Policy Holder and the Insured Person, subject to certification by the Government. Such plan shall not contain terms and benefits which are less favourable than those in the Standard Plan, save for the exception as may be approved by the Government from time to time.

  • BCDR Plan means the plan consisting of general business continuity and disaster recovery principles, the Business Continuity Plan and Disaster Recovery Plan as further described in paragraph 1.2 of Schedule 2- 14.

  • U.S. Plan means any Employee Plan that covers Service Providers located primarily within the United States.

  • DSU Plan means the Deferred Share Unit Plan of the Corporation.

  • Deferral Plan means the UGI Corporation 2009 Deferral Plan.

  • Stock Incentive Plan has the meaning set forth in Section 3(b) of the Agreement.

  • the Plan means the plan annexed hereto

  • the BCTF Plan means the Group RRSP entered into by the Federation and Royal Trust or a successor to that plan;

  • RSU Plan means the restricted share unit plan for senior officers, employees and consultants adopted in November of 2008 by Jaguar, as amended from time to time;

  • Basin plan means the same as “water quality control plan” as defined in Division 7 (commencing with Section 13000) of the Water Code. Basin Plans are adopted by each Regional Water Board, approved by the State Water Board and the Office of Administrative Law, and identify surface water and groundwater bodies within each Region’s boundaries and establish, for each, its respective beneficial uses and water quality objectives. Copies are available from the Regional Water Boards, electronically at each Regional Water Boards website, or at the State Water Board’s Plans and Policies web page (http://www.waterboards.ca.gov/plans_policies/).

  • This Plan means, in a COB provision, the part of the contract providing the health care benefits to which the COB provision applies and which may be reduced because of the benefits of other plans. Any other part of the contract providing health care benefits is separate from this plan. A contract may apply one COB provision to certain benefits, such as dental benefits, coordinating only with similar benefits, and may apply another COB provision to coordinate other benefits.

  • Case plan means a written document developed by the PCSA, PCPA or Title IV-E agency and the family which identifies strengths of the family, concerns to be resolved and supportive services to be provided which will result in ensuring permanence for the child.

  • Stock Option Plan means any stock option plan now or hereafter adopted by the Company or by the Corporation, including the Corporate Incentive Award Plan.

  • Prior Plan means the coverage provided on a group or group-type basis by the group insurance policy, benefit plan or service plan that was terminated on the day before the Effective Date of the Plan and replaced by the Plan.

  • Plan A means the 1997 Incentive Stock Option Plan;

  • EHC plan means an Education, Health and Care plan made under sections 37(2) of the Children and Families Act 2014.

  • HACCP plan means a written document that delineates the formal procedures for following the hazard analysis and critical control point principles developed by the National Advisory Committee on Microbiological Criteria for Foods.

  • SIP means Session Initiation Protocol.

  • Health benefits plan means a benefits plan which pays or

  • Company 401(k) Plan has the meaning set forth in Section 6.4(e).

  • Health benefit plan means a policy, contract, certificate or agreement offered or issued by a health carrier to provide, deliver, arrange for, pay for or reimburse any of the costs of health care services.

  • Separation Plan means the Company’s Separation Plan Amended and Restated Effective August 13, 2006, as may be amended from time to time or any successor plan, program, arrangement or agreement thereto.

  • Equity Plan means any stock or equity purchase plan, restricted stock or equity plan or other similar equity compensation plan now or hereafter adopted by the Company or the Corporation.

  • Company Incentive Plan shall have the meaning assigned to it in Section 1.7 hereof.

  • Company Stock Option Plan means each stock option plan, stock award plan, stock appreciation right plan, phantom stock plan, stock option, other equity or equity-based compensation plan, equity or other equity based award to any employee, whether payable in cash, shares or otherwise (to the extent not issued pursuant to any of the foregoing plans), or other plan or contract of any nature with any employee pursuant to which any stock, option, warrant or other right to purchase or acquire capital stock of the Company or right to payment based on the value of Company capital stock has been granted or otherwise issued.

  • Group health benefit plan means any health care plan, subscription contract, evidence of