ING U.S. Investment Management will rename as Voya™ Investment Management in May 2014.
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. ING U.S. Investment Management provides investment management and administrative services for the IAdvisor 529 Plan. Shares in the program are distributed by ING Investments Distributor, LLC, Member FINRA/SIPC, a wholly owned subsidiary of ING Groep N.V. 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 benefits 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.
ING U.S. Investment Management does not control or endorse and is not responsible for third-party Web sites to which this site links.
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.