Loading
The Oregon Administrative Rules contain OARs filed through June 15, 2014
 
QUESTIONS ABOUT THE CONTENT OR MEANING OF THIS AGENCY'S RULES?
CLICK HERE TO ACCESS RULES COORDINATOR CONTACT INFORMATION

OREGON 529 COLLEGE SAVINGS BOARD

 

DIVISION 14

INVESTMENT POLICIES

173-014-0000

Investment Policies

The Board shall establish the investment policies for each plan in the network. These policies shall be reviewed, and may be modified, from time to time as the Board, in its sole discretion, determines. Any change to a plan’s investment policy shall apply prospectively.

Stat. Auth.: ORS 348.853(2)
Stats. Implemented: ORS 348.841 - 348.873
Hist.: QTSB 1-2001, f. & cert. ef. 1-2-01; QTSB 1-2010(Temp), f. & cert. ef. 3-25-10 thru 9-15-10; QTSB 2-2010, f. 9-10-10, cert. ef. 9-14-10

173-014-0005

Reassignment of Accounts under the Age-Based and Years-to-College Investment Options

Reassignment of an account under any age-based or years-to-college investment options shall occur at a time and in a manner determined by the board and the appropriate plan manager.

Stat. Auth.: ORS 348.853(2)
Stats. Implemented: ORS 348.841 - 348.873
Hist.: QTSB 1-2001, f. & cert. ef. 1-2-01 ; QTSB 2-2002(Temp), f. & cert. ef. 8-15-02 thru 12-6-02; QTSB 3-2002, f. & cert. ef. 10-29-02; QTSB 1-2010(Temp), f. & cert. ef. 3-25-10 thru 9-15-10; QTSB 2-2010, f. 9-10-10, cert. ef. 9-14-10

173-014-0010

Investment Direction

Investment direction by the account owner or designated beneficiary of an account is prohibited unless otherwise permitted by section 529.

Stat. Auth.: ORS 348.853(2)
Stats. Implemented: ORS 348.841 - 348.873
Hist.: QTSB 1-2002(Temp), f. & cert. ef. 6-14-02 thru 12-6-02; QTSB 3-2002, f. & cert. ef. 10-29-02; QTSB 1-2010(Temp), f. & cert. ef. 3-25-10 thru 9-15-10; QTSB 2-2010, f. 9-10-10, cert. ef. 9-14-10

The official copy of an Oregon Administrative Rule is contained in the Administrative Order filed at the Archives Division, 800 Summer St. NE, Salem, Oregon 97310. Any discrepancies with the published version are satisfied in favor of the Administrative Order. The Oregon Administrative Rules and the Oregon Bulletin are copyrighted by the Oregon Secretary of State. Terms and Conditions of Use

Oregon Secretary of State • 136 State Capitol • Salem, OR 97310-0722
Phone: (503) 986-1523 • Fax: (503) 986-1616 • oregon.sos@state.or.us

© 2013 State of Oregon All Rights Reserved​