Your 529 plan funds can pay for qualified higher education expenses penalty free. The Hartford SMART529 is available to all investors. CHET Advisor is distributed by Hartford Funds Distributors, LLC. CT provides certain tax advantages to CT taxpayers that invest in CHET Advisor. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Select. Save or instantly send your ready documents. Listen Now >, Applied Insights Team Accounts can be linked to the Upromise rewards service. hartford funds - fund family. Anualidades. ET See general information, tax benefits, investment options, and more. Not FDIC Insured | No Bank Guarantee | May Lose Value, World Bond Fund Monthly Positioning and Outlook, A visual tour of month-to-month shifts of the Hartford World Bond Fund, There are no limits on contributions until your account balance exceeds $400,000, Minimum amount to set up a SMART529 account: $250. Please login again. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The hartford funds - fund family. The material on this site is for informational and educational purposes only. About Hartford Funds. You can find a local financial advisor to guide you through the enrollment and investment selection process of the CHET Advisor program. CHET Advisor - Hartford MidCap 529 Portfolio is an investment option part of the Connecticut Higher Education Trust Advisor 529 plan. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. ET Monday-Thursday: 8:00 a.m. – 6:00 p.m. Monday-Thursday: 8:00 a.m. - 7:00 p.m.ET With so much in the news about the rising cost of college, it can feel like saving for your child’s future is too […] Post-Sales and Website Support Hartford Funds is a Wayne, Pennsylvania-based asset manager, which provides mutual funds, exchange-traded funds and 529 college savings plans. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). SMART529 Direct is West Virginia's tax-advantaged savings plan designed to encourage families to save for college. SMART529 college savings plans are distributed by Hartford Funds Distributors, LLC. Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. CHET Advisor is only available to account owners who are Connecticut (CT) residents. Office, Hartford Funds Management Company, LLC., The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors. Performance charts for CHET Advisor - Hartford Total Return Bond 529 Portfolio Fund (5291004) including intraday, historical and comparison charts, technical analysis and trend lines. We’re Starting a Movement. 529 QuickView Help Desk: 1-888-823-4348 Help Desk Hours: Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Time * Performance is the fund's five year return based on a moderate risk, age-based portfolio for a child ages 0-6. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions. The firm offers more than 55 mutual funds … Investments in The Hartford Mutual Funds are not guaranteed by The Hartford or any other entity. 888-843-7824 Post-Sales and Website Support 1Q 2021 Outlook Helping you navigate theelection season and beyond. Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia State Treasurer's Office, Hartford Funds Management Company, LLC (“HFMC”), The Hartford Financial Services Group, Inc., Dimensional Fund Advisors (the investment advisor for the Underlying Funds… Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. Hartford Funds does not serve as a fiduciary. Please read them carefully before investing or sending money. At Hartford Funds, we think differently about money management. ET. Smart 529 … ET, Morningstar Ratings Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds | 10,740 followers on LinkedIn. 529 Plan Qualified Expenses Defined. Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. A 529 plan is a state-sponsored savings plan that allows parents to invest funds that you or a separate beneficiary can withdraw tax free for qualified educational expenses. 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. The Hartford Mutual Funds c/o Michael Myers, Asst. Investments in CHET Advisor are not guaranteed or insured by the State of Connecticut, the Connecticut Higher Education Trust Program, the Connecticut State Treasurer’s Office, HFMC, The Hartford Financial Services Group, Inc., the investment advisers and/or sub-advisers for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors. "The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries. * Non-qualified withdrawals are taxable as ordinary income to the extent of earnings and may also be subject to a 10% federal income tax penalty. No state funds have been used to produce these materials nor have materials been produced at taxpayer expense. CT provides certain tax advantages to CT taxpayers that invest in CHET Advisor. The Hartford SMART529 is available to all investors. Please login again. Certain 529 Plans may pay Ameriprise Financial Services a fee of up to 1% assets for net asset value (NAV) rollovers. Because as much as fund companies and asset managers would like our business to be all about the numbers, it's not. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. Pre-Sales Support ET. Investing involves risk, including the possible loss of principal. An investment in this 529 money market investment option is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. About Hartford Funds Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings … SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees 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. Human-centric Investing Listen Now >, Applied Insights Team Jul 20, 2017 - The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 ecosystem. Ivy Live 2021 Outlook — Beginning of a new cycle. Despite all of the turmoil in 2020, the markets are experiencing a resurging risk-on attitude. This and other information can be found in the Offering Statement for SMART529 and the prospectuses or other disclosure documents for the Underlying Funds. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions. The Hartford® SMART529® College Savings Plan, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, offers all the benefits of a 529 plan plus a range of investment options so you can choose the investment strategy that's right for you. ETF Trading Support - 415-315-6600 The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories. Investors should carefully consider the investment objectives, risks and charges and expenses of SMART529 and its Underlying Funds before investing. Monday-Friday: 9:30 a.m. – 5:00 p.m. The Hartford® SMART529® College Savings Plan, offered by the West Virginia College Prepaid Tuition and Savings Program Board of Trustees, offers all the benefits of a 529 plan plus a range of investment options designed to help investors meet their college savings goals. Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisors for the Underlying Funds or any depository institution and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors. SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). "SMART529" is a registered trademark of West Virginia Prepaid Tuition and College Savings Program Board of Trustees. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories. About Hartford Funds. "The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries. Analyze the Fund The Hartford MidCap Fund Class A having Symbol HFMCX for type mutual-funds and perform research on other mutual funds. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. A 529 plan is a state-sponsored savings plan that allows parents to invest funds that you or a separate beneficiary can withdraw tax free for qualified educational expenses. These materials are not intended to provide tax, accounting or legal advice. SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is administered by Hartford Funds Management Company, LLC (“HFMC”). The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds Hartford is a company that sells mutual funds with $139,601M in assets under management. investment management. West Virginia’s 529 plan selection includes two direct-sold 529 college savings programs and one advisor-sold 529 plan. That's why our approach is something we call human-centric investing. You can find a local financial advisor to guide you through the enrollment and investment selection process of the CHET Advisor program. The oldest fund launched was in 1977. Accounts can be linked to the Upromise rewards service. Member SIPC. Hartford Funds Management Company, LLC serves as Plan Manager. Connecticut offers a direct-sold 529 college savings plan without residency restrictions, managed by Fidelity Investments and an advisor-sold 529 savings program that is open only to Connecticut residents, managed by Hartford Life.

Learn more about each Connecticut 529 plan by following the links below to the plan detail pages. Portfolios in this plan invest primarily in mutual funds from Hartford Funds as well as low-fee exchange-traded funds (ETFs) from BlackRock. West Virginia taxpayers may deduct all of that year's total contributions to a SMART529 plan from their West Virginia Personal Income Tax return. Education Financial Planning and Required Insight for the 529 Industry SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). ET The material should not be considered tax or legal advice and is not to be relied on as a forecast. Please check and retry. The material on this site is for informational and educational purposes only. https://www.hartfordfunds.com/products/college-savings/smart529.html Founded in 1996, Hartford Funds is a leading provider of mutual funds and 529 college savings plans. It's about investors. The Hartford SMART529 is an advisor-sold 529 plan offered by West Virginia. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). 888.843.7824 SMART529 also offers SMART529 WV Direct to residents of West Virginia for purchase without a sales representative. Mutual Funds and ETFs - 800-456-7526 eligible under Section 529 of the Code (“Eligible Educa-tional Institutions”). College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. The Hartford Mutual Funds are underwritten and distributed by Hartford Funds Distributors, LLC. The Hartford Mutual Funds are not a subsidiary of The Hartford but are underwritten, distributed by, and advised by subsidiaries of The Hartford. This and other information can be found in the Disclosure Booklet for CHET Advisor and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained in the College Savings pages of www.hartfordfunds.com or by calling 877-407-2828. 888-843-7824 ET The West Virginia SMART529 WV Direct College Savings Plan, available on a direct basis to those who meet certain West Virginia residency requirements, features a menu of age-based and static portfolio options utilizing index funds from Vanguard as well as an Invesco stable value portfolio option. Investors should carefully consider the investment objectives, risks, charges and expenses of CHET Advisor and its Underlying Funds before investing. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. The Hartford SMART529 is available to all investors. In addition, SMART529 WV Direct is a "no load" (no sales commission) plan. SMART529 Select is a direct-sold 529 plan offered by West Virginia. A different approach to client relationships and Hartford Funds Hartford is a company that sells mutual funds with $139,601M in assets under management. The average expense ratio from all mutual funds is 0.92%. 888.843.7824 eligible under Section 529 of the Code (“Eligible Educa-tional Institutions”). Friday: 8:00 a.m. – 5:00 p.m. For more information, visit the SMART529 WV Direct Website. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. See general information, tax benefits, investment options, and more. Hartford Funds does not serve as a fiduciary. Connecticut offers a direct-sold 529 college savings plan without residency restrictions, managed by Fidelity Investments and an advisor-sold 529 savings program that is open only to Connecticut residents, managed by Hartford Life. Post-Sales and Website Support SMART529 is offered by the West Virginia Prepaid Tuition and College Savings Program Board of Trustees and is administered by Hartford Funds Management Company, LLC (“HFMC”). SMART529 Select is available to all investors. Accounts can be linked to the Upromise rewards service. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. "The Hartford" is a registered trademark of Hartford Fire Insurance Company. Hartford Funds 430 W 7th St Suite 219060 Kansas City, MO 64105-1407 . SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia. Please read them carefully before investing or sending money. Learn more about each Connecticut 529 plan by following the links below to the plan detail pages. SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). ET Oversaw a team of six people that executed the campaigns. Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. With so much in the news about the rising cost of college, it can feel like saving for your child’s future is too […] Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). At Hartford Funds, we believe in human-centric investing: a unique approach that uses research to understand the … * See the Offering Statement for more information. 529 QuickView Help Desk: 1-888-823-4348 Help Desk Hours: Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Time Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Please check and retry. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. This plan offers a more limited mix of investment choices than the The Hartford SMART529, but its expenses and fees are lower. The option invests 100% of its assets in the Hartford MidCap Fund. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. Friday: 8:00 a.m. - 6:00 p.m. How Do I Enroll in the Connecticut 529 Advisor Program? It's about advisors. Education Financial Planning and Required Insight for the 529 Industry If your clients are residents of a state other than West Virginia, before investing in SMART529, they should compare their own state’s qualified tuition program and any state tax or other advantages it may provide. Any U.S. citizen or resident can open a SMART529 account, as can corporations and non-profit organizations. Before investing in any state's 529 plan, you should consider whether your or the 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 that state’s qualified tuition program. "The Hartford" is a registered trademark of Hartford Fire Insurance Company. Helping you navigate theelection season and beyond. The Hartford SMART529 program features a menu of age-based, static, and individual portfolio options utilizing Hartford Funds, two iShares (BlackRock) funds, one MFS fund, and a stable value portfolio managed by Invesco. SMART529 Select is available to all investors. Human-centric Investing Performance charts for CHET Advisor - Hartford Growth Opportunities 529 Portfolio Fund (5290995) including intraday, historical and comparison charts, technical analysis and trend lines. Member SIPC. The CHET 529 offering reflects our ongoing commitment to delivering exceptional value. This deduction is for contributions made during the calendar year for which the return is filed (deductions are subject to recapture if distributions are non-qualified). The Hartford SMART529 is available to all investors. Created strategic marketing campaigns to promote Hartford Funds and 529 programs with financial advisors. Learn more about mutual funds at fidelity.com. ET West Virginia provides its residents with tax advantages for investing in a SMART529 plan. Monday-Thursday: 8:00 a.m. – 6:00 p.m. Investments in The Hartford® SMART529® are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Saving Explore Now >, EPISODE 50: Why Financial Professionals Should Drop The 2020 Mindset The average manager tenure for all managers at Hartford is 8.14 years. Learn more and Open an Account to start saving for college today. Your session has expired. The oldest fund launched was in 1977. CHET Advisor is administered by the Treasurer of the State of Connecticut as the trustee of the Connecticut Higher Education Trust Program and Hartford Funds Management Company, LLC (“HFMC”) serves as Plan Manager. A different approach to By Jørn Earl Otte, Hartford Funds’ Strategic Marketing Consultant, SMART529 January 28, 2021 The idea of saving for college or trade school can be scary, and the options available can seem overwhelming. Monday-Friday: 9:00 a.m. - 6:00 p.m. SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. Although the money market fund in which your investment option invests (the "underlying fund") seeks to preserve its value at $1.00 per share, the underlying fund cannot guarantee it will do so. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. 1Q 2021 Outlook Explore Now >, EPISODE 50: Why Financial Professionals Should Drop The 2020 Mindset Mutual Funds and ETFs - 800-456-7526 800.456.7526 Founded in 1996, Hartford Funds is a leading asset manager, which provides mutual funds, ETFs, and 529 college savings plans. This browser does not support cookies! Member SIPC. Monday-Friday: 9:30 a.m. – 5:00 p.m. 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. Institutional Mutual Funds. ET This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. Still, the federal government has a wide range of what it considers 529 plan qualified expenses. 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. Friday: 8:00 a.m. - 6:00 p.m. Monday-Thursday: 8:00 a.m. – 6:00 p.m. Ivy International Core Equity Fund. Phone. 5 Ways Technology Will Change How You Age. Expert insights and resources to meet clients’ rising expectations, ELECTION RESOURCE CENTER West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in The Hartford SMART 529. 78.40% of all the mutual funds are no load funds. This browser does not support cookies! But take your money out of the plan for any other reason, and Uncle Sam may come for a cut. SMART529 is a program of the West Virginia College Prepaid Tuition and Savings Program Board of Trustees and administered by Hartford Funds Management Company, LLC ("HFMC"). Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, 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. 5 Ways Technology Will Change How You Age. SMART529 Direct is available to residents of West Virginia or to non-residents where the beneficiary is a resident of West Virginia. The average expense ratio from all mutual funds is 0.92%. For example, those whose accounts were invested in TIAA's Age Band 0-4 portfolio would have been mapped to Fidelity's 2036 Blend Fund. Jul 20, 2017 - The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 ecosystem. The material is also not a recommendation or advice regarding any particular security, strategy or product. ET West Virginia (WV) 529 College Savings Plans ET Director - 529 Programs Hartford Life, michael.myers@thehartford.com (800) 843 6719. How Do I Enroll in the Connecticut 529 Advisor Program? To increase access to higher education and help alleviate the burden of student loan debt on our society. Complete SMART529 Distribution Request Form - Hartford Funds online with US Legal Forms. The Hartford SMART529 is an advisor-sold 529 plan offered by West Virginia. Withdrawals from a 529 plan account; Take advantage of professional money management experience from Fidelity. Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College Prepaid Tuition and Savings Program, 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 and are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors. Monday-Thursday: 8:00 a.m. – 6:00 p.m. Please read them carefully before investing or sending money. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). By Jørn Earl Otte, Hartford Funds’ Strategic Marketing Consultant, SMART529 January 28, 2021 The idea of saving for college or trade school can be scary, and the options available can seem overwhelming. The Hartford’s former life and annuity business was sold to Talcott Resolution on May 31, 2018. Monday-Thursday: 8:00 a.m. - 7:00 p.m.ET "SMART529" is a registered trademark of West Virginia Prepaid Tuition and College Savings Program Board of Trustees.

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