Proven and practical methods to help you better engage your clients and grow your business.
ATTENTION ADVISORS: The Hartford SMART529 and CHET 529 Savings Plan recently changed transfer agent providers from DST Vision to 529 QuickView. Because of this change, DST Vision is no longer supported to gain access to 529 accounts. Please see the “529 QuickView” button at the bottom of this page to gain access to The Hartford SMART529 and CHET 529 Savings Plan accounts. You can also call (888)-823-4348 for assistance.
The Hartford® SMART529® College Savings Plan, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, offers all the benefits of a 529 plan plus a range of investment options so you can choose the investment strategy that's right for you.
Improvements for 529 Plans with PATH Act of 2015
On December 18, 2015, Congress passed the Protecting Americans from Tax Hikes Act of 2015 (PATH Act), which introduced certain improvements to 529 plans. Account owners are encouraged to see their tax advisor to understand the implications of these changes.
Explore The Hartford SMART529 individual portfolio options, static portfolios, and age-based portfolios.
* Source: Peterson's Undergraduate Database
SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is administered by Hartford Life Insurance Company.
Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia State Treasurer's Office, Hartford Life Insurance Company, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.
If investors reside in or have taxable income in a state other than West Virginia, they should consider whether that state has a qualified tuition program that offers favorable state income tax or other benefits exclusive to their state's program that are not available under the SMART529 program.
This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice.
Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. Please read them carefully before investing or sending money. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Member SIPC
"The Hartford" is a registered trademark of Hartford Fire Insurance Company.
"SMART529" is a registered trademark of West Virginia Prepaid Tuition and College Savings Program Board of Trustees.
"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.