About the iShares 529 Plan: The iShares 529 Plan, offered only through advisors, is a nationally available college savings plan, sponsored by the State of Arkansas, which allows families to save and invest funds for higher education in a tax-advantaged account. It is available through financial advisors, and was the first all-ETF 529 plan when launched. With Exchange Traded Funds at its core, the iShares 529 Plan broke ground in the 529 plan arena by featuring attractive benefits, including low costs and transparency. The iShares 529 Plan has grown steadily since it was first introduced, with iShares 529 Plan assets under management doubling every year since inception 4. With an average asset-based fee per portfolio of 59 bps, the iShares 529 Plan is one of the lowest cost 529 plans in the marketplace 5. Arkansas offers a state income tax deduction of up to $5,000 a year ($10,000 for married couples) to families who contribute to an Arkansas-sponsored 529 Plan account. 6 For more information about the iShares 529 Plan, please visit www.ishares529.com .
BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At September 30, 2012, BlackRock’s AUM was $3.673 trillion. BlackRock offers products that span the risk spectrum to meet clients’ needs, including active, enhanced and index strategies across markets and asset classes. Products are offered in a variety of structures including separate accounts, mutual funds,
(exchange traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through
. Headquartered in New York City, as of September 30, 2012, the firm has approximately 10,400 employees in 29 countries and a major presence in key global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at
iShares is the global product leader in exchange traded funds with over 600 funds globally across equities, fixed income and commodities, which trade on 20 exchanges worldwide. The iShares Funds are bought and sold like common stocks on securities exchanges. The iShares Funds are attractive to many individual and institutional investors and financial intermediaries because of their relative low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account. The iShares customer base consists of the institutional segment of pension plans and fund managers, as well as the retail segment of financial advisors and high net worth individuals.
For more information about the iShares 529 Plan, contact your financial advisor, call 1-888-529-9552 or visit
to obtain a Program Description and Participation Agreement which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing or sending money. Upromise Investments, Inc. Co-Distributor and Underwriter; BlackRock Investments, LLC, Co-Distributor.
If you are not an Arkansas taxpayer, consider before investing whether your or the designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
The iShares 529 Plan is a college tuition savings program sponsored by the State of Arkansas and is administered by The Arkansas 529 Plan Review Committee (Committee). Upromise Investments, Inc. (UII), and Upromise Investment Advisors, LLC (UIA), serve as the Program Manager and Recordkeeping and Servicing Agent, respectively, with overall responsibility for the day-to-day operations, including marketing and co-distribution of the iShares 529 Plan. BlackRock Investments, LLC, also has responsibility for co-distribution of the iShares 529 Plan. BlackRock Institutional Trust Company, N.A., serves as Investment Manager of the iShares 529 Plan except for the Savings Portfolio, which is managed by Sallie Mae Bank. The iShares 529 Plan’s Portfolios invest in either (i) exchange traded funds; or (ii) a Federal Deposit Insurance Corporation (FDIC)-insured omnibus savings account held in trust by the Committee at Sallie Mae Bank. Upromise, Inc., UII, UIA and Sallie Mae Bank are affiliates. Units of the Portfolios are municipal securities, are not exchange traded funds, and the value of units will vary with market conditions.