The Client Select Series (Formerly Client Advisor Series) portfolios are designed for Participants seeking advice and guidance from a financial advisor. These NextGen investment options are available through Merrill Lynch Financial Advisors. In addition, Maine Participants (or other Participants opening accounts for Maine Designated Beneficiaries) may purchase the Client Select Series portfolios through certain Maine Distribution Agents.*

For the expenses of each Portfolio see the NextGen Client Select Program Description.

Click here to find a local Merrill Lynch Branch office.

Click here to find a listing of qualified Maine Distribution Agents.

The Client Select Series includes portfolios of mutual funds that are managed by Franklin Templeton, MFS, OppenheimerFunds, Inc. and BlackRock.

Performance of the Select Series

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* Participation in the NextGen plan is not considered to be part of an investment advisory service. Accordingly, investors are responsible for monitoring and making investment decisions concerning investments in any portfolio under the Program.

Before you invest in the NextGen plan, please carefully read the NextGen Enrollment Kit. The program description contains more complete information, including investment objectives, charges, expenses and risks of investing in the NextGen plan, which you should consider. You should also consider whether your home state or your designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s 529 plan. Click here to obtain a free NextGen Enrollment kit, including the current Program Description. Merrill Lynch, Pierce, Fenner & Smith Incorporated is the distributor of the NextGen plan.

 
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