CHET Advisor 529 Plan

Help families provide their children with the financial freedom to achieve their dreams

Give the financial freedom to pursue a higher education

Families want to enable their children to reach their highest potential. With an investment in education their dreams can be realized.

The Tax Advantages of the CHET Advisor 529 Plan

State residents may deduct up to $5,000 of taxable income annually from Connecticut state income taxes ($10,000 for joint filers). Amounts contributed and not deducted in the year in which the contribution was made to an account may be deducted from the donor's Connecticut state income tax in the succeeding five years.

Daily Pricing and Returns

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Make the Most of Every Dollar

CHET Advisor Workplace 529

Offering the Fidelity-managed Workplace 529 Plan is a great way to show employees that you understand their needs and value their financial security. And it's a low-cost enhancement to employee benefits packages.

Employers can set up employee contributions to our Workplace 529 Plan either through payroll deduction or through Electronic Funds Transfers (EFTs) from employee bank accounts.

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Consider the Fidelity Investments 529 College Rewards® Visa Signature® Card

Earn unlimited 2% cash back on every eligible net purchase1 when you redeem your Reward Points as a deposit into an eligible Fidelity-managed 529 account.

There's no annual fee. And the card has no Reward Point caps or limits, and Points do not expire.1

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Choose the Best Strategy

CHET Advisor 529 lets you choose from three types of investment options so you can pursue the strategy that is best for your needs and circumstances. For each contribution, you determine how it is invested. You may also reallocate existing assets in your account twice every calendar year and whenever you change the account's designated beneficiary.

Investment choice and flexibility

Everyone is different: we all have distinct goals, individual tolerances for risk, varying time horizons. That's why CHET Advisor 529 allows you to choose from three types of investment options:

  • Age-based portfolios automatically reallocate assets based on the child's age.
  • Static portfolios enable you to tailor your account to your personal risk tolerance.
  • Individual investment portfolios allow you to invest in specific individual funds and construct a unique asset allocation plan.

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