Plan Description and Participation Agreement Sample Contracts

Plan Description and Participation Agreement
Plan Description and Participation Agreement • November 3rd, 2020 • Nevada

This Plan Description contains important information concerning the following topics: Topic Page Fees and Expenses 55 Account Owner and Beneficiary Requirements 6 Investment Options, Program Manager, and How and When the Board May Change These 18 Portfolio Investment Performance 33 Federal and State Tax Considerations 51 Risk Factors 60 Limitations or Penalties Imposed by the Plan Upon: 13-14• Transfers between investment options;• Transfers to other Nevada-sponsored plans;• Transfers to other Section 529 plans or non- qualified distributions generally State Taxes and Other Considerations 54 Tax Treatment of Investments and Distributions 51

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