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Flex First Plan

Our Flex First Plan puts you in control of your education savings. Scale your contributions to suit your needs and gain access to the best withdrawal strategies to get the most out of your savings. We manage this plan to help you realize the goals you have for your child’s post secondary education.

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We’re always here to help with anything you need to know about your plan.

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Low

Risk Rating

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40% | 60%

Stock-to-Bond Asset Allocation

*The management fee may increase to 1.99% per year to support the fund.

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$547 million

Assets Under Management*

*All values as of December 31, 2022.

Guiding Your Education Success

Embark is owned by a not-for-profit organization. This means that all profits that aren’t used to run the business go into the Embark Student Foundation. We use these funds to provide additional financial awards that help students realize their full potential. We’ve awarded almost $57 million to families and students across the country to help with their education savings.

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