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MEFA’s U.Fund 529 College Investing Plan Earns a Morningstar Rating of Gold for 2024

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Trusted Colleagues

MEFA Partners

MEFA partners with specialized businesses to provide superior service. Our customers may occasionally receive mailings, account statements, or other information from one of these entities.

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American Education Services (AES)

AES serves as the loan servicer for all MEFA education and education refinancing loan borrowers. AES is the student loan servicing operation of the Pennsylvania Higher Education Assistance Agency (PHEAA), which has a 50-plus year history of providing quality customer service to millions of student loan borrowers through highly trained and experienced customer service representatives.

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Entech

Entech provides loan origination processing and call center operations for all MEFA education and education refinancing loan borrowers. Entech’s Originate™ Solution combines the Entech Platform, for streamlined customer experiences, with expert customer care and loan processing services delivered through its secure, state of the art loan operations center.

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ELM Resources

ELM Resources provides a single interface to support MEFA Loan certification via ELMNet and MEFA Loan disbursement through ELM NDN. Founded in 1994, ELM works with over 1,800 college and university campuses nationwide to provide a common, non-proprietary, and open data exchange and disbursement system, linking the diverse computing platforms of schools and lenders.

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Fidelity Investments

Fidelity Investments manages MEFA’s U.Fund, the Massachusetts 529 College Investing Plan, as well as Attainable®, the Massachusetts ABLE program. One of the world’s largest providers of financial services, Fidelity offers investment management, retirement planning, brokerage, human resources, and benefits outsourcing to help individuals and institutions meet their financial objectives. Today, Fidelity serves more than 20 million individuals and institutions.

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U.S. Bank Global Fund Services

U.S. Bank Global Fund Services serves as MEFA’s U.Plan Prepaid Tuition Program record keeper and service provider. U.S. Bank Global Fund Services is a subsidiary of U.S. Bank, the fifth-largest commercial bank in the United States with business in consumer & business banking, corporate & commercial banking, payment services, and wealth management & investment services. Headquartered in Milwaukee since 1969, U.S. Bank Global Fund Services provides single-source solutions to support a variety of investment strategies and products, including mutual funds, alternative investments, and exchange-traded funds.

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