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SOUTH CAROLINA TREASURER’S NOTES

A Message from State Treasurer Curtis Loftis

As South Carolina State Treasurer, one of my top priorities continues to be helping our children achieve success. That's why I am proud to administer the Future Scholar 529 College Savings Plan, working in partnership with Columbia Threadneedle Investments. Future Scholar gives South Carolina's children a path to fulfilling their college dreams.

Sponsored by the State of South Carolina and administered by the State Treasurer's Office, Future Scholar is a smart way to save for college. When South Carolina taxpayers save with the Plan, they enjoy federal and state tax benefits. What's more, Future Scholar is recognized as an industry leader in performance. Over the years, it has consistently received high rankings from Morningstar Fund Research and Savingforcollege.com.

The value of a college education is undeniable, and we know families benefit when they have an investment vehicle to help maximize their hard-earned savings. Future Scholar offers a way to grow savings now to meet college expenses when that important time comes.

I encourage you to learn more about Future Scholar. Rankings information can be found by visiting Savingforcollege.com.

Sincerely,

Curtis Loftis
State Treasurer
State of South Carolina.


About South Carolina State Treasurer Curtis Loftis.

Curtis Loftis is the State Treasurer of South Carolina. He was elected in 2010, winning all 46 counties and was re-elected in 2014.

As Treasurer, he is the state's "private banker.” He manages, invests, and has custody of more than $65 billion in public funds, including the state's pension funds. Treasurer Loftis is a nationally recognized advocate for public pension reform, and his leadership has been featured in numerous publications including The Wall Street Journal, Bloomberg, Institutional Investor, Bond Buyer, and The New York Times. He is a sought after speaker and has presented to groups such as the Wall Street Journal Private Equity Conference, The SkyBridge Alternative (SALT) Conference, and the World Pension Forum. In 2013, he was named “Friend of the Taxpayer” by the South Carolina Association of Taxpayers.

News and Press Releases

12/6/2016 - Future Scholar Advisor Plan Earns Top 10 Rankings

12/1/2016 - Treasurer Curtis Loftis Encouraged to See Millennials Embracing the Habit of Saving

11/22/2016 - Loftis Encouraged — Average American Family Saving Between $16,000 to $21,000 for College, But is it Enough?

11/20/2016 - Loftis: Saving for College Doesn’t Have to be an ‘All or Nothing’ Proposition

11/8/2016 - How Much Should You Save for College?

11/3/2016 - Give the Gift of a Brighter Future this Holiday Season

10/27/2016 - Loftis: A Future Scholar College Savings Plan offers a great deal of flexibility

10/23/2016 - What can college savings in 529 plans be used for? Treasurer Loftis answers your questions

10/13/2016 - Loftis: A Future Scholar College Savings Plan is a great way for grandparents to contribute

10/6/2016 - Loftis: Saving for college is not as difficult as it may seem

9/1/2016 - #TBT: The Cost of College

8/29/2016 - Parents of Babies Born on 5/29 Can Still Sign Up for a Privately Funded $529 Grant

8/20/2016 - College Savings for Planners and Procrastinators

5/27/2016 - Treasurer Curtis Loftis and PalmettoBaby featured by Opportunity Lives

5/26/2016 - 2016 PalmettoBaby Press Release

Future Scholar Videos

2016 SC PalmettoBaby Program

Treasurer Curtis Loftis presents $1,800 scholarship

Curtis Loftis 529 - Future Scholar Tax Time 2015

Future Scholar Grant WHNS

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Contact the Treasurer

Jenny McGill
Program Director
S.C. Office of the State Treasurer

Telephone: 803-737-6808
Email: jenny.mcgill@sto.sc.gov

For more information on the South Carolina Treasurer’s Office, please visit www.treasurer.sc.gov.

Visit the Newsroom for the latest press releases and articles about the Future Scholar 529 College Savings Plan.

For more information on Columbia Threadneedle Investments, visit www.columbiathreadneedleus.com