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Smart Savers Blog

Virginia529 lowers inVEST’s fee 33 percent


To help families accrue higher education savings more quickly, Virginia529 lowered administrative expenses 33 percent for inVEST. Effective July 1, 2016, inVEST's fee decreased from 0.15 percent to 0.10 percent. The decrease saves customers $1.6 million over the next year, based on the most recent contribution levels. This is the fourth fee reduction for inVEST since the program opened in 2005. The most recent decrease, in January 2014, lowered the fee from 0.20 percent to 0.15 percent.

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