About 529 Plans 

University System of Ohio
 The University System of Ohio includes 14 public universities with 24 regional branch campuses, 23 community colleges, and an adult workforce education and training network – operating in more than 200 locations. Its mission is to provide affordable, high quality higher education opportunities for all Ohioans.

Learn more at uso.edu


Ohio private colleges and universities
Ohio is the home of 85 private nonprofit institutions of higher education, with 74 offering bachelor’s degrees or higher and 11 offering the associate degree as their highest award.

Learn more at The Association of Independent Colleges and Universities of Ohio

If you are not an Ohio taxpayer, before you invest, consider whether your home state offers a 529 plan that provides its taxpayers with state tax or other benefits not available through this plan.

CollegeAdvantage is a 529 college savings plan offered and administered by the Ohio Tuition Trust Authority (OTTA). OTTA has overall responsibility for the day-to-day operations of the Direct program, including record-keeping and transfer agency services.

CollegeAdvantage Direct is described in the current Offering Statement and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before opening an account.

OTTA also sponsors and provides oversight of the CollegeAdvantage Advisor plans offered by BlackRock and Putnam Investments. The BlackRock CollegeAdvantage advisor plan is described in the BlackRock CollegeAdvantage Offering Statement and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before opening an account. The Putnam CollegeAdvantage advisor plan is described in the Putnam CollegeAdvantage Offering Statement and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before opening an account.

Any investment in a CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the state of Ohio, OTTA or any of the mutual fund firms under contract with OTTA. Any investment in a Fifth Third investment option, however, is insured by the Federal Deposit Insurance Corporation (FDIC), up to the limits set by the FDIC. An investment in a CollegeAdvantage mutual fund investment option is not a direct investment in a mutual fund itself. Except for the Fifth Third investment options, participants assume all investment risk of an investment in CollegeAdvantage, including the potential loss of principal. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.

© 2009, Ohio Tuition Trust Authority. The OTTA silhouette logo, Ohio Tuition Trust Authority and CollegeAdvantage are registered trademarks of the Ohio Tuition Trust Authority. If you have questions, please call us at 1-800-AFFORD-IT (233-6734) Monday through Friday from 8:30 a.m. to 5:00 p.m.