On Monday, March 30, 2026, the Schwab Learning Quest 529 Education Savings Program ("Schwab Learning Quest 529") will merge into the Schwab 529 Education Savings Plan ("Schwab 529 Plan"). Schwab Learning Quest 529 accounts and assets will automatically transition to the Schwab 529 Plan and the new plan manager, TIAA-CREF Tuition Financing, Inc. (TFI), a subsidiary of financial services leader TIAA.

For complete details, including the Transition Guide, updated Plan Description, and all transition communications, please visit schwab.com/529enhancements. We apologize for any inconvenience.

In preparation for these updates, online account access, maintenance requests and transaction capability are unavailable until Monday, March 30, 2026.