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529 Basics
- 529 Basics
- What is a 529 Plan?
- More Ways To Save
- Paying for K-12 Tuition
- What Does a 529 Plan Cover
- Saving for College
- College Savings Choices
- College Savings Strategies
- Top Reasons to Save
- Legacy & Estate Planning
- Calculators and Resources
SMART529 Details
- SMART529 WV Direct
- Features & Benefits
- Investment Options
- Performance
- SMART529 Plan Comparison Chart
- Accounts
- Open an Account
- For Account Owners
- For Employers and Financial Advisors
- Offering Statement and Literature
College Gifting
- College Gifting
- College Gifting Overview
- Gifting FAQ
- Gifting Programs
- Purchase a Gift Card
- Ugift
- Upromise
Education and Planning
- Prepare & Save
- How to Prepare for College
- How to Save for College
- How to Begin in Elementary & Middle School
- Partner Insights
- College Prep by Jamie Dickenson
Programs & Events
- Programs & Events
- Bright Babies
About Us
FAQs
Forms
Contact Us
Log In to Account Access
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Home > SMART529 Details > Offering Statement and Literature

Offering Statement and Literature

SMART529 Offering Statement
SMART529 Performance
SMART529 Brochure

2637185

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529 Basics
SMART529 Details
College Gifting
Education and Planning
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Offering Statement
Disclosures
Privacy Policy
Accessibility Statement
Hartford Funds Privacy Policy
Business Continuity

SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").

SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Direct. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisers for the Underlying Funds or any depository institution. Investments in SMART529 are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

Investments in SMART529 are subject to certain charges, which will reduce the value of your Account as they are incurred. Please see the Offering Statement for details of charges or fees that apply to the specific SMART529 savings plan.

This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your own tax or legal counsel for advice.

You should carefully consider the investment objectives, risks, charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529, including privacy notices, and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling (866) 574−3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Funds Distributors, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

© Copyright 2023 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value