Employer plan clients
Strengthen relationships with your employer plan clients by providing new resources for education savings.
Social media
Timely social media posts to open 529 conversations with your clients throughout the year.
Literature & forms
Access our extensive content library to help manage your clients' education savings needs.
Calculators
Access four calculators designed to help navigate your client's education savings and payment plans.
529 plan comparison tool
Utilize the Scholar's Edge 529 comparison tool to compare other advisor-sold 529 plans with ours.
Contact us
Scholar's Edge client services:
866-529-7283
Monday through Friday
8:00 a.m. – 7:00 p.m. MT
Scholar's Edge email:
scholarsedge529@principal.com
Client transactions available at:
www.529quickview.com
529 QuickView help desk:
888-823-4348
Monday through Friday
8:00 a.m. – 6:00 p.m. ET
Dedicated Principal sales team:
800-787-1621
Monday through Friday
9:00 a.m. – 8:00 p.m. ET