Georgia's Path2College 529 Plan Earns Top Honors

Georgia's Path2College 529 Plan Earns Top Honors ̶ Morningstar Gold Medalist

The Path2College 529 Plan achieved a significant milestone, earning a Gold Medalist Rating from Morningstar, the highest distinction awarded by the independent investment research firm. Of the 60 plans evaluated nationwide, Path2College is one of only 9 plans to receive the prestigious Gold Medal, reinforcing its position as one of the nation's leading college savings programs.

Morningstar’s recognition reflects years of strategic improvements, diligent plan management, and a sustained focus on delivering value to Georgia families. Under the leadership of the Georgia Higher Education Savings Plan Board and the Office of the State Treasurer, the Path2College 529 Plan has continuously worked to lower costs, strengthen investment options, and enhance the overall participant experience.

"Receiving Morningstar's highest rating is a tremendous honor and reflects our unwavering commitment to Georgia families who are planning and saving for the future," said State Treasurer Steve McCoy, administrator of the Path2College 529 Plan. "This achievement is the result of a dedicated team effort focused on continually improving Path2College and delivering strong long-term value for account holders. I want to especially recognize Scott Austensen, our Chief Investment Officer and our Treasury Programs team whose expertise, oversight, and commitment have played an important role in helping Path2College become one of the nation's premier college savings programs."

In its ratings report, Morningstar noted that the Georgia Higher Education Savings Plan Board "has demonstrated a strong commitment to serving education savers and continuing to improve the plan." Analysts also highlighted that the Path2College 529 Plan is "a top choice for investors shopping out of state and for Georgia residents." Georgia residents can deduct up to $8,000 in annual contributions per beneficiary on their Georgia state income tax returns.

The Gold Medal comes amid a period of record growth for Path2College. Nearly 290,000 account holders currently have over $7.6 billion invested in Path2College, demonstrating the confidence Georgia families place in the program's long-term value and stewardship.

About the Path2College 529 Plan

The Path2College 529 Plan helps families save for future education expenses through taxadvantaged investment accounts designed to support college, K-12, technical school, apprenticeship, and other qualified education costs. For more information about the Path2College 529 Plan or to open an account, visit www.Path2College529.com or call (877) 424-4377.