Tuesday, May 6, 2014

Proposed Plan Change for Heritage Plans

Heritage Education Funds has recently proposed changes to their plans. Invitations and proxies have been mailed out to Plan Subscribers to participate in a vote to help decide IF they will proceed with the changes, or not. Heritage has extended this opportunity with the message, "You Asked. We Listened." Were they actually listening?

Here are links to an overview of the changes and to the official documents that were mailed out. Subscriber Vote on Proposed Plan Changes:


Note: IF changes are made they will only affect "plans that are expected to mature after July 31, 2014 and who typically have a 2016 Year of Eligibility." 

What do you think of the proposed changes? Will you vote?