NextGen accounts can be funded through payroll deduction, either through a corporate relationship or individually.

Employers

If you are interested in offering the NextGen plan as a benefit to your employees, please contact College Plan Services at 1-877-463-9843.

Click here to find a local Merrill Lynch Branch Office.

Click here to find a listing of qualified NextGen Distribution Agents in the State of Maine.

Employees

If your company has not established a corporate relationship with NextGen, you are still able to establish a NextGen account. You may be able to fund it through payroll deduction (determined by your employer). On the account form, you must indicate that you would like to enroll through payroll deduction. A form will be sent to you after your account has been established for you to deliver to your Human Resources Department or Payroll Provider.

Before you invest in the NextGen plan, please carefully read the NextGen College Investing Plan Program Description. 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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