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About the BlackRock 529 Plan

The BlackRock CollegeAdvantage 529 Plan was designed with two main goals in mind - to provide investors with access to some of the most respected investment managers in the industry and to offer the flexibility to develop an education savings strategy to meet investors’ unique needs.

BlackRock CollegeAdvantage offers you three distinct approaches to help you meet your savings goals:

Single Strategy Investment Options
Target-Risk Investment Options
Age-Based Investment Options

Single Strategy

Within the Single Strategy Options, BlackRock CollegeAdvantage allows you and your clients to choose among 17 investment strategies. In general, the risk level of these options increases as you move from money markets to fixed income to balanced to equity options, but that is not always the case.

Fixed Income

GNMA
High Yield Bond
Inflation Protected Bond

For more information about the following options, please contact your Financial Advisor:

  • BlackRock Strategic Income Opportunities Option (Available as of July 16, 2014)
  • Wells Fargo Advantage Core Bond Option

Balanced

Global Allocation

For more information about the following option, please contact your Financial Advisor:

  • BlackRock Multi-Asset Income Option (Available as of July 16, 2014)

Cash

Money Market

Equity

Capital Appreciation
Equity Dividend
International Opportunities
Large Cap Core

For more information about the following options, please contact your Financial Advisor:

  • iShares Core S&P 500 ETF Option
  • Rainier Mid Cap Equity Option
  • Voya Small Company Option
  • iShares Russell 2000 ETF Option
  • iShares MSCI EAFE ETF Option

Target-Risk

The Target-Risk Options offer investments diversified across equities, fixed income and money markets. Asset allocations under each of the Target-Risk Investment Options are the same for all Account Owners and do not vary based on the age of the Beneficiary. Unlike the Age-Based Investment Options, these options are designed to have a relatively constant exposure to equities, fixed income and money market securities throughout the life of the Account, rather than a decreasing exposure to equities and an increasing exposure to fixed income and money market securities as the Beneficiary gets older. Within the Target-Risk Portfolios, you may choose between the following options based on your specific savings goals.

Moderate
Growth
Aggressive Growth

Age-Based

The Age-Based Options put the expertise of BlackRock to work for you. Within the Age-Based Portfolios, you may choose between the following options based upon specific savings goals.

Conservative

0-5 Age-Based
6-9 Age-Based
10-12 Age-Based
13-16 Age-Based
17+ Age-Based

Moderate

0-5 Age-Based
6-9 Age-Based
10-12 Age-Based
13-16 Age-Based
17+ Age-Based

Aggressive

0-5 Age-Based
6-9 Age-Based
10-12 Age-Based
13-16 Age-Based
17+ Age-Based

Investors should consider before investing whether the investor’s or beneficiary’s home state offers any state tax or other benefits that are only available for investment in such state’s qualified tuition program.

An investor should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's Program Description. You may obtain a Program Description by clicking here or calling 866-529-8582. The Program Description should be read carefully before investing.

Any investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the custodian/state of Ohio, the Tuition Trust, BlackRock or any of the mutual fund firms under contract with the Ohio Tuition Trust Authority. An investment in a BlackRock CollegeAdvantage mutual fund-based investment option is not a direct investment in a mutual fund itself. Participants assume all investment risk of an investment in the BlackRock CollegeAdvantage 529 Plan, including the potential loss of principal and liability for penalties such as those levied for non-educational withdrawals. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.

BlackRock cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided on this site or from any other sources mentioned. BlackRock is not engaged in rendering any legal, tax or accounting advice. Please consult with qualified professionals for advice in these areas.

* Not FDIC Insured * No Bank Guarantee * May Lose Value

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