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529 Basics
- 529 Basics
- What is a 529 Plan?
- More Ways To Save
- Financial Professionals
- Saving for College
- College Savings Choices
- College Savings Strategies
Plan Details
- SMART529 Select
- Features & Benefits
- Investment Options
- Performance
- SMART529 Plans
- Planning Ideas
- Top Reasons to Save
- Legacy & Estate Planning
College Gifting
- College Gifting
- College Gifting Overview
- Gifting Programs
- Ugift
- Automatic Investment Program
Tools & Resources
- Resources
- Calculators and Resources
- Offering Statement and Literature
- College Savings Choices
- Accounts
- Open an Account
- For Account Owners
- Log In to Account
About Us
FAQs
Forms
Contact Us
Log In to Account Access
Open Account

Home > Tools & Resources > Offering Statement and Literature

Offering Statement and Literature

SMART529 Select Offering Statement
SMART529 Select Performance
SMART529 Select Brochure

220644

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Offering Statement
Disclosures
Privacy Policy
Accessibility Statement
Hartford Funds Privacy Policy
Business Continuity

SMART529 is a college savings plan offered by the Board of Trustees of the West Virginia College and Jumpstart Savings Programs and administered by Hartford Funds Management Company, LLC ("HFMC").

SMART529 Select is available to all investors. West Virginia (WV) provides certain tax advantages to WV taxpayers that invest in SMART529 Select. Before investing, an investor should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s 529 plan.

Investments in SMART529 are not guaranteed or insured by the State of West Virginia, the Board of Trustees of the West Virginia College and Jumpstart Savings Programs, the West Virginia State Treasurer's Office, HFMC, The Hartford Financial Services Group, Inc., the investment sub-advisers for the Underlying Funds or any depository institution. Investments in SMART529 are subject to investment risks, including the loss of the principal amount invested, and may not be appropriate for all investors.

This information is written in connection with the promotion or marketing of the matter(s) addressed in this material. The information cannot be used or relied upon for the purpose of avoiding IRS penalties. These materials are not intended to provide tax, accounting or legal advice. As with all matters of a tax or legal nature, you should consult your own tax or legal counsel for advice.

You should carefully consider the investment objectives, risks, charges and expenses of SMART529 and its Underlying Funds before investing. This and other information can be found in the Offering Statement for SMART529, including privacy notices, and the prospectuses or other disclosure documents for the Underlying Funds, which can be obtained by calling (866) 574−3542. Please read them carefully before you invest or send money. SMART529 is distributed by Hartford Funds Distributors, LLC. Member SIPC.

"The Hartford" is The Hartford Financial Services Group, Inc. and its subsidiaries.

Dimensional Fund Advisors is not an affiliate or subsidiary of Hartford Funds.

© Copyright 2023 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value