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 Pages Tagged With: "Colleen C. Davis"

Contributions and Plans Management Division

Treasurer Colleen C. Davis is committed to retirement readiness, college readiness and better quality of life for people with disabilities. Managed by our Contributions and Plan Management division, we offer tax-advantaged, voluntary savings vehicles that do not involve state monies and do not require minimum contributions, while providing flexible investment choices and easy enrollment processes for […]

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Delaware ABLE Plan – DEPENDABLE

About the Plan There is no limit to what individuals with disabilities can do. Now, that includes saving, too. The State of Delaware offers a low cost 529(a) savings plan – DEPENDABLE – that allows individuals with disabilities and their families to save for a broad range of expenses on a tax-advantaged basis without jeopardizing their […]

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DE529 – Education Savings Plan

  About The Plan Delaware’s 529 Plan is sponsored by the State of Delaware and managed by Fidelity Investments. The Plan provides tax-advantaged accounts designed to help parents, grandparents and others pay for education expenses, reducing the possibility of debt. Contributions can be invested in portfolios tailored to a person’s age or the investor’s ability […]

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DEFER – Employee Deferred Compensation Plans

  About the Plan “DEFER” is the voluntary retirement program (457b, 403b and 401a savings plans) available to most State of Delaware employees including employees of the Legislature, Judicial, and Higher Education Institutions. Participation in the deferred compensation plan is a critical component of a balanced plan for retirement alongside Social Security, pension, and personal savings. […]

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