Your Learning Quest Education Savings Program is getting even better!
The Learning Quest Education Savings Program continually works to implement program enhancements to make it easier for families to save for future educational needs.
In March 2026, the direct sold Learning Quest Education Savings Program (Learning Quest) and Learning Quest Advisor Program (Learning Quest Advisor) will launch plan enhancements and transition plan management from American Century Investments® to TIAA-CREF Tuition Financing, Inc. (TFI), a wholly owned subsidiary of financial services firm TIAA.
The next chapter of our journey for Learning Quest began on March 2, 2026, with account information and investment portfolios seamlessly transitioning to the new plan manager with a new name, Quest529 Education Savings Plan (Quest529).
For Learning Quest Advisor account owners, the next chapter begins on March 30, 2026, with the consolidation of the Learning Quest Advisor Program into Quest529.
Learning Quest Education Savings Program account owners will benefit from a number of plan enhancements including a significant fee reduction. With an average total annual asset-based fee of 0.08%, the new-and-improved Quest529 will become the lowest cost 529 plan in the nation.1
Following the transition, a Welcome Letter and Account Activity Notification will be mailed, or emailed if you have elected e-Delivery, confirming the exchange to your new account has been completed. Upon receipt, review your Account Activity Notification reflecting the purchase of your new Quest529 units under the new plan manager, TFI.
Be sure to read the additional details regarding your new-and-improved Quest529 Education Savings Plan, the transfer of your account(s) and required actions. For easy reference, transition communications are available below.
Learning Quest
Supplements dated 12/31/25 and 7/1/25
Plan Description Dated March 2, 2026
Learning Quest Advisor
Advisor account owner information
Plan Enhancements for Your Family
Lower Fees
Learning Quest is already an excellent low-cost choice for funding education expenses.1 Upon the transition to TFI, families already saving with Learning Quest will see a greater percentage of their contributions invested for future education expenses as the plan significantly reduces average total asset-based fees to 0.08% becoming the lowest cost 529 plan in the nation.1
Investment Menu Enhancements
We remain committed to providing account owners a wide range of investment options to meet the needs of the most diverse set of investors. This transition maintains the low-cost, high-quality investments that exist while including higher-quality investment portfolios at a lower price.
Improved Account Management System and Website
Account owners will benefit from a more modern user experience featuring easier account management through an enhanced technology platform. Account owners accessing their account through the secure website portal will find a new design and easier to use platform for opening new accounts. The new website will provide an improved user experience, enhanced performance and the latest ADA considerations.
What Do You Need to Do?
Read the Transition Guide & Plan Description
Your account information, investment portfolio(s) and account preferences will automatically transition, however, some action may be required. It is important that your read the Transition Guide and updated Plan Description carefully as it outlines differences between the pre- and post-transition plan, important dates, common questions, the mapping of investment portfolios and required action.
The Transition Guide and Plan Description for both the direct and advisor programs, are posted above.
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