Invesco Aim | The AIM College Savings Plan<sup>®</sup> (529)

Session Expiration Warning

	Mutual Funds
	Exchange Traded Funds (ETFs)
	Retirement Center
	College Savings Plans
	The AIM College Savings Plan (529)
	Daily Prices
	Performance
	Portfolio Overview
	College Planning Tools
	Annuities
	Separately Managed Accounts
	Cash Management
	Offshore
	Tools

Printer friendly

Email to a friend

The AIM College Savings Plan^® (529)
Graduate to a New Level of 529 Investing

On June 2, 2009, The AIM College Savings Plan closed to new investors. Current account owners may continue to make contributions, change portfolio elections and manage their accounts in accordance with the Enrollment Handbook.

Additionally, the Nebraska State Treasurer, as Trustee of the Nebraska Educational Savings Plan Trust, and the Nebraska Investment Council have elected not to renew their agreement with Invesco Aim, effective Dec. 4, 2009. On Dec. 4, 2009, The AIM College Savings Plan will no longer be offered as a college savings option in Nebraska.

The Nebraska State Treasurer, the Nebraska Investment Council and Invesco Aim are working on a plan of transition for all participants in The AIM College Savings Plan. Existing participants will receive information about the plan of transition, including options for moving or distributing assets from The AIM College Savings Plan, on or before Oct. 4, 2009.

Please consult your financial advisor for specific information about your situation. For account questions, contact Invesco Aim at 877 AIM PLAN (246 7526), weekdays, 7 a.m. to 6 p.m. CT.

Daily Prices—Access daily prices.

Performance—Access year-to-date returns.

Portfolio Overview—View details on each of the investment options.

College Planning Tools—Information of the benefits of a college education and a comparison of college investment options.

Enrollment Handbook—This handbook sets forth basic information that an investor should know before investing in the plan. (PDF)

The plan is subject to enrollment, maintenance, administrative and management fees and expenses.

Pursuant to the Economic Growth and Tax Relief Reconciliation Act of 2001, earnings must be used to pay for qualified higher education expenses to be federally tax free. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient's marginal rate and subject to a 10% federal tax penalty.

The AIM College Savings Plan^® is sponsored by the State of Nebraska and administered by the Nebraska State Treasurer. The AIM College Savings Plan offers a series of investment portfolios within the Nebraska Educational Savings Plan Trust (plan issuer), which offers other investment portfolios not affiliated with The AIM College Savings Plan. The AIM College Savings Plan is intended to operate as a qualified tuition program, pursuant to section 529 of the U.S. Internal Revenue Code.

The Nebraska State Treasurer serves as trustee of The AIM College Savings Plan; Invesco Aim Capital Management, Inc. serves as the investment manager, with the oversight of the Nebraska Investment Council; Invesco Aim Distributors, Inc. serves as the distributor; and Invesco Aim Investment Services, Inc. serves as the servicing agent. Union Bank & Trust Company serves as program manager.

Participation in the plan does not guarantee that contributions and the investment earnings, 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.

This material is not an offer to sell or a solicitation of an offer to buy any securities. Any offer to sell shares within the plan may only be made by the Enrollment Handbook and Participation Agreement relating to the plan.

Neither the State of Nebraska nor the Nebraska State Treasurer nor the Nebraska Investment Council nor the program manager shall have any debt or obligation to any contributor, any beneficiary or any other person as a result of the establishment of the plan, nor will these entities assume any risk or liability for mutual funds in which the plan invests.

Investments in the plan are not guaranteed or insured by the FDIC, Invesco Aim Capital Management, Inc., the State of Nebraska, the Nebraska State Treasurer, the Nebraska Investment Council, the Trust, Union Bank & Trust Company, any of their respective affiliates, directors, officers or agents, or any other entity. Contributors to the plan assume all investment risk, including the potential loss of principal and liability for penalties such as those assessed on nonqualified withdrawals.

The information presented in this document does not constitute tax advice. Please consult your tax advisor for specific information about your tax situation, including any state tax consequences of an investment.

State and local tax laws vary. Before investing, non-Nebraska residents should consider the state tax and other benefits that may only be available for investments in a qualified tuition program offered by the home state of the investor or designated beneficiary.

Nebraska College Savings Program logo

Invesco Aim^SM is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Please refer to each fund’s prospectus for information on the fund’s subadvisors. Invesco Aim Distributors, Inc. is the U.S. distributor for the retail mutual funds, exchange-traded funds and institutional money market funds represented by Invesco Aim. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.

Consider the investment objectives, risks, and charges and expenses carefully before investing. For this and other important information about The AIM College Savings Plan^®, please access the plan's Enrollment Handbook and Participation Agreement (PDF) or obtain one from your financial advisor and read it carefully before investing. Accounts in The AIM College Savings Plan are distributed through Invesco Aim Distributors, Inc.

NOT FDIC INSURED

MAY LOSE VALUE

NO BANK GUARANTEE

Invesco Aim Management Group, Inc. data unless otherwise noted.

Invesco Aim Distributors, Inc. 09/2009