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Financial Advisors

Thank you for all you do to help families plan and prepare for college costs. NextGen 529 can be an important tool to help families get ready for higher education.

About NextGen 529

NextGen 529 is Maine’s section 529 plan. The plan is administered by the Finance Authority of Maine (FAME) and Sumday Administration, LLC, an affiliate of The Bank of New York Mellon Corporation, is the program manager and responsible for the day-to-day operation of the Program. BlackRock Advisors is the investment manager and BlackRock Investments is the program distributor. The NextGen 529 Select Series is sold through financial advisors. There are 39 investment options available in the Select Series, including 37 investment options managed by one of American Century, BlackRock, Franklin Templeton, Lord Abbett, MainStay, MFS, or Neuberger Berman, as well as the Principal Plus Portfolio and the NextGen Savings Portfolio.

Download the NextGen 529 Select Program Description

AdvisorCentral+

The AdvisorCentral web portal provides easy access to your clients NextGen 529 accounts.

AdvisorCentral »

Performance+

View the historical performance of the NextGen Select Series Portfolios.

VIEW PERFORMANCE »

Account Service Forms+

Account service forms are available online.

DOWNLOAD FORMS »

Want to sell NextGen 529?+

If your organization would like to sell interests in NextGen 529 and service NextGen 529 accounts, you will need to execute a new Maine Education Savings Program Selling and Services Agreement (the “Selling Agreement”) with BlackRock.  Please reach out to groupnextgen529blk@blackrock.com for a copy of the Selling Agreement.

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