Benefit Details


529 plans allow you to save tax-free for qualified higher education expenses, including tuition, supplies, textbooks, mandatory fees, certain room and board costs, and more. Money in these accounts can also be used for tuition at private or religious K-12 schools.

Your employer offers the option to participate in their 529 plan through CollegeAmerica, Virginia529’s partnership with Capital Group. By enrolling in this Employer-Sponsored 529 plan, you have access to a variety of American Funds shares that do not have up-front sales charges.

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How to Enroll


You can set up the accounts at your convenience with our firm, Southeast Financial Services, Inc. Reach out to us using one of the contact methods below to get started.

You will have access to our financial professionals to walk you through the enrollment process and help you choose the best investment options for you.

Get Started

Service


Southeast Financial Services, Inc. will continue to be the point of contact for your accounts after they are created.

Reach out any time for help with contributions, transfer eligibility, service needs, or any other questions you might have.

Helpful Resources