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The Strength of a Multi-Manager Program

What makes the IAdvisor 529 Plan a particularly attractive 529 program for Iowa residents is the access it provides to some of the leading and well-recognized asset managers, each an expert in one or more investment areas covered among the fund options. Selecting, monitoring and in some cases adjusting the mix of managers is Voya Investment Management's experienced Multi-Asset Strategies and Solutions (MASS) team, who provide a level of oversight that is hard to match in the 529 Plan market.

Well-Recognized Asset Managers

  • Baillie Gifford
  • BlackRock
  • Brandywine Global Investment Management
  • Brookfield
  • Credit Suisse
  • Delaware Investments
  • Hahn Capital Management
  • Lazard Asset Management
  • LSV Asset Management
  • Polaris Capital Management
  • VanEck
  • Voya Investment Management
  • Wellington Management

The Voya Multi-Asset Strategies and Solutions (MASS) Team

  • Over 26 years of experience selecting and monitoring managers in asset allocation portfolios
  • In-depth manager selection and monitoring process
  • Incorporates numerous checks and balances to help maximize market opportunities while minimizing unnecessary risk
  • Actuarial and pension liability expertise
  • Robust risk and operational infrastructure

Voya Investment Management

  • Partnership—Committed to helping investors and advisors in the 529 Plan market
  • Perspectives—Keeping our partners equipped with the latest insights and tools
  • Solutions—One of the top 20 largest U.S. managers of institutional tax-exempt assets
  • Performance—A disciplined risk-managed process designed for suitability, prudence and conservatism across all portfolios

The IAdvisor 529 Plan is offered by the Iowa Educational Savings Plan Trust, a trust organized under Iowa law and administered by the Iowa State Treasurer’s Office. The Treasurer of the State of Iowa is responsible for overseeing the administration of the IAdvisor 529 Plan. Voya Investment Management (Voya IM) provides investment management and administrative services for the IAdvisor 529 Plan. Shares in the program are distributed by Voya Investments Distributor, LLC, Member FINRA/SIPC. This web site is accompanied by a current program description for the IAdvisor 529 Plan.

The Options in the IAdvisor 529 Plan are not mutual funds, although they invest in mutual funds. An investment in the IAdvisor 529 Plan is an investment in municipal securities and the value of the Options will vary depending on the value of the underlying funds in which the Options invest. Investment returns are not guaranteed and you could lose money by investing in the IAdvisor 529 Plan.

These securities are not registered with the U.S. Securities and Exchange Commission (“SEC”) or any state, nor is the IAdvisor 529 Plan or any of the IAdvisor 529 Plan Options registered as an investment company with the SEC or any state.

If you are not an Iowa taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan with favorable state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that may only be available through investments in that state's 529 plan and which are not available through investment in the IAdvisor 529 Plan.

Non-qualified withdrawals may be subject to federal and state taxes and an additional federal 10% tax.

The tax information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Voya Investment Management does not control or endorse and is not responsible for third-party Web sites to which this site links.

Voya Investment Management is not an underwriter for any underlying municipal securities

An investor should consider the investment objectives, risks, charges and expenses associated with the IAdvisor 529 Plan before investing. More information about the IAdvisor 529 Plan is available in the Program Description. You may download a Program Description or request one by calling 800-774-5127. The Program Description should be read carefully before investing.

Voya Investments Distributor, LLC, the distributor of the Iowa advisor-sold 529 plans, is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (“MSRB”). The website address for the Municipal Securities Rulemaking Board is www.msrb.org; The MSRB website includes an investor brochure which describes: (i) the protections that may be provided by the Municipal Securities Rulemaking Board rules; and (ii) how to file a complaint with an appropriate regulatory authority.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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