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Oregon 529 Savings Board

Oregon 529 Savings Board

The Oregon College Savings Plan, the MFS 529 Savings Plan and the Oregon ABLE Savings Plan are administered by the Oregon Treasury Savings Network which is a division of the Oregon State Treasury. As required by the Enabling Legislation, the Oregon 529 Savings Board provides oversight for each Plan and is chaired by the Oregon State Treasurer with four appointed members of the public.

The Board has general and fiduciary responsibility for the Program. The Board meets at least quarterly to discuss legislative activities, review program policies and investments, and make program decisions. All of the meetings are open to the public. A majority of the members of the board constitutes a quorum for the transaction of business.

Oregon 529 Savings Board Statute

Oregon 529 Savings Board Meetings


Board Members

Tobias Read, Chair

Oregon State Treasurer, Serves by position

Tobias Read took office on Jan. 2, 2017 as Oregon's 29th State Treasurer. He previously worked in the U.S. Treasury and as a liaison between designers, engineers and manufacturing units for Nike Inc. Prior to being elected Treasurer, he served a decade in the Oregon House of Representatives and championed legislation to invest in public education, improve state financial management, finance critical infrastructure improvements, and to help Oregonians save for more secure futures. As Treasurer, he oversees Oregon's financial services agency.

The State Treasurer is a voting member of the Oregon 529 Savings Board per 2017 ORS 178.310.

 

Jennifer Geller

University of Oregon School of Law, Public Member, Appointed February 5, 2018

Jennifer Geller is the public law and policy program managing director at the University of Oregon School of Law. She also recently completed 8 years of service on the Eugene School Board. 

After law school, Jennifer served as an assistant attorney general representing Washington State University. Previously, she worked as a faculty member in the University of Oregon’s Teaching and Learning Center, which houses student academic support programs, including those for first-generation college students. 

Jennifer has made a long-term commitment to ensure that education is accessible for all Oregonians. She is also the parent of two college-age adults and understands the challenges of paying for college.

 

Sydney Shook

North Star Pathways, Public Member, Appointed October 11, 2017

Sydney Shook was born and raised in Portland, Oregon. The lure of warm weather and palm trees presented an opportunity to study and graduate from the University of Arizona (Go Cats!). 

Sydney is mom to Lauren and Aidan. After her son Aidan was born, Sydney started her path to community involvement and advocacy for disability services. After moving to Eugene she helped to start the Emerald Family Down Syndrome Network. 

Wanting to do more for families who experienced more complex support issues, Sydney became involved with The Arc as a volunteer and in 2011 was hired by The Arc Lane County as a program development specialist and the family network coordinator. In 2014, she co-founded North Star Pathways, a new provider agency geared toward community employment outcomes for middle and high school youth.

 

Amy Watson

PhD, Oregon State University-Cascades, Assistant Professor of Marketing, Appointed September 24, 2018

Amy is passionate about the ways that public policy and consumer decision making interact. Her research in this area includes the impact of FDA-regulated sunscreen information on tanning behavior among Millennials and the effect of country-of-origin food labeling on consumer perceptions of quality and safety. 

In the classroom, she enjoys teaching digital marketing and consumer behavior with hands-on class projects that allow students to apply what they are learning while helping local businesses and non-profits. In her free time she loves cooking gourmet meals, taking care of her four dogs, and traveling abroad with her husband Benjamin.


Brent Wilder

Oregon Alliance of Independent Colleges & Universities, Public Member, Appointed January 1, 2016. 

Brent Wilder has served as vice president of The Alliance (Oregon Alliance of Independent Colleges & Universities) since January 2012. Prior to his appointment, he served as interim president of The Alliance.

Wilder joined The Alliance after working with the Oregon Independent College Foundation (OICF), most recently as interim president and vice president. Prior to his arrival at the OICF, Brent served as the Associate Director of Athletics for External Relations at Portland State University. His previous professional experience also includes serving as an Assistant Director of Athletic Development and Athletic Annual Fund Director at Oregon State University, and Assistant Men’s Basketball Coach at Oregon State. 

A native Oregonian, Brent has been actively involved in professional and civic activities at the local and national level throughout his career. Brent received his Bachelor’s degree and M.A. from Oregon State University.

Upcoming Meetings, Agendas and Details

 Content Editor

For prior meeting dates and agendas, please see the Treasury Calendar.

The meeting location is accessible to persons with disabilities. A request for an interpreter for the hearing impaired or for other accommodations should be made at least 48 hours before the meeting to: Missy Simpson at college.savings@ost.state.or.us or 503.373.1903.

Meeting Minutes

2019

Meeting Dates Minutes
March 16, 2020 Minutes
February 20, 2020 Minutes

2019

Meeting Dates Minutes
November 14, 2019 Minutes
August 22, 2019 Minutes
May 16, 2019 Minutes
February 21, 2019 Minutes

2018

Meeting DatesMinutes
November 13, 2018 Minutes
September 20, 2018 Minutes
August 20, 2018 Minutes
July 16, 2018 Minutes
April 26, 2018 Minutes
February 15, 2018 Minutes
January 24, 2018 Minutes


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MFS 529 Savings Plan

Do you invest through a broker? Then you may want to consider an MFS account.

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