Plan Description and Participation AgreementPlan 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
Plan Description and Participation AgreementPlan Description and Participation Agreement • August 8th, 2007 • Nevada
Plan Description and Participation AgreementPlan Description and Participation Agreement • October 12th, 2021
This Plan Description contains important information concerning the following topics: Topic Page Fees and Expenses 72 Account Owner and Beneficiary Requirements 18 Investment Options, Program Manager, and How and When the Board May Change These 30 Portfolio Investment Performance 45 Federal and State Tax Considerations 70 Risk Factors 77 Limitations or Penalties Imposed by the Plan Upon: 25• Transfers between investment options;• Transfers to other Nevada-sponsored plans;• Transfers to other Section 529 plans or non-qualified withdrawals generally State Taxes and Other Considerations 71 Tax Treatment of Investments and Withdrawals 67
Plan Description and Participation AgreementPlan Description and Participation Agreement • November 4th, 2021 • Nevada
PLAN DESCRIPTION AND PARTICIPATION AGREEMENT DATED JULY 19, 2021Plan Description and Participation Agreement • September 9th, 2021
This Supplement provides new and additional information beyond that contained in the July 19, 2021 Plan Description and Participation Agreement (the “Plan Description”) of the Scholars Choice Education Savings Plan (the “Plan”). It should be retained and read in conjunction with the Plan Description, which is available via the Plan website at www.scholars-choice.com or upon request. Special terms not otherwise defined herein have the same meanings as in the Plan Description. The changes set forth below are effective immediately unless otherwise indicated.
