Current Scholarships & Offers
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The NEST Direct Plan, NEST Advisor Plan and TD Ameritrade 529 College Savings Plan are three of four Plans issued by the Nebraska Educational Savings Plan Trust (the "Trust") and administered by the Nebraska State Treasurer, as trustee of the Trust. The four Plans offer a series of investment portfolios within the Trust and are intended to operate as qualified tuition programs, pursuant to section 529 of the U.S. Internal Revenue Code. More information on the Plans within the Trust can be found at the Nebraska State Treasurer's website, www.treasurer.org/cs.
An investor should consider the Plans' investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement for each Plan contains more information and should be read carefully before investing.
Investors should consider before investing whether their beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program and should consult their tax advisor, attorney and/or other advisor regarding their specific legal, investment or tax situation.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. This material is not an offer to sell or a solicitation of an offer to buy any securities. Any offer to sell units within the Plans may only be made by the Program Disclosure Statement and Participation Agreement relating to the Plans.
Participation in the Plans do not guarantee that contributions and the investment return on contributions, if any, will be adequate to cover future tuition and other higher education expenses or that a beneficiary will be admitted to or permitted to continue to attend an eligible educational institution.
Except for the Bank Savings Individual Investment Option, investments in the NEST Direct College Savings Plan, NEST Advisor College Savings Plan or TD Ameritrade 529 College Savings Plan are not guaranteed or insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed or insured by the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, First National Bank of Omaha, or its authorized agents or their affiliates, TD Ameritrade, or any other entity, and are subject to investment risks including loss of principal amount invested. FDIC insurance is provided for the Bank Savings Individual Investment Option, offered in the NEST Direct College Savings Plan and NEST Advisor College Savings Plan, up to the maximum amount set by federal law, currently $250,000.
TD Ameritrade and all third parties are separate and unaffiliated and are not responsible for each other's services or policies.
Nebraska Educational Savings Plan Trust Issuer
Nebraska State Treasurer Trustee
Nebraska Investment Council Investment Oversight
First National Bank of Omaha Program Manager
First National Capital Markets Principal Distributor, Member FINRA, Member SIPC
TD Ameritrade Division of TD Ameritrade, Inc., Member FINRA, Member SIPC, Member NFA
First National Capital Markets and First National Bank of Omaha are affiliates
Investments Are Not FDIC Insured* | No Bank, state or Federal Guarantee | May Lose Value
*Except the Bank Savings Individual Investment Option
©2011 First National Bank of Omaha