How We Save for College: Tips from MEFA Team Members

Tips include using a college savings account, starting small, involving your children in the process, taking advantage of gifting, setting up automatic deposits, and diversifying your investments.  Read More

7 Back to School College Savings Tips

Tips include using daycare money, getting your child involved, selling Halloween costumes, encouraging college gifting, planning meals, having a yard sale, and selling gift cards.  Read More

A College Savings Guide for Families

Roadmap For Their Future features tips including asking “What do you want to be when you grow up?” at different ages, starting a “What I Want To Be” book, creating an achievement board to celebrate areas of success, taking children to college events, and teaching your child about budgeting. Read More

Flexible College Savings with the U.Plan

With the U.Plan, if you don’t attend a participating college or university, you’ll still receive your savings back plus interest calculated at CPI with no penalty or taxes due on earnings Read More

The Best Tools to Help You Save for College

Resources include The College Planning Tool, College Savings Estimator, College Savings Tips, Saving for College Webinar, and MEFA U.Fund 529 College Investing Plan  Read More

Exciting New Changes to the U.Plan Prepaid Tuition Program

All U.Plan savers now have the opportunity to manage their account online, where you can add to your savings, set up automatic deposits, request a disbursement, view your U.Plan Statement, open a new account for another Beneficiary, and change your address, phone number, email address, etc. Read More

How to Easily Transfer Your Tax Refund into Your 529

Transfer your funds by completing Form 8888 using your online tax software, listing the accounts into which you would like your refund deposited, and attaching the form to your federal income tax return.  Read More

MEFA News

U.Fund 529 College Investing Plan named ‘best-in-class’

U.Fund 529 College Investing Plan named ‘best-in-class’ Morningstar Analyst Rating upgraded to Silver for 2019; new features improve experience for college savers BOSTON [October 31, 2019] – MEFA is proud…