Save now with a financial professional
A Scholar’s Edge 529 account Plan can help provide you with the opportunity to plan for and achieve your educational goals.
Save with the help of an experienced asset managers
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As a global leader in asset management, we are focused on harnessing the potential of every opportunity to secure an advantage for our clients.
About Principal Asset Management
- 28th largest manager of worldwide institutional assets.
- 13-year winner of Pensions & Investments’ annual Best Places to Work in Money Management, earning a spot every year since the program launched.
- A fiduciary with disciplined processes, specialized expertise across asset classes, and global investment capabilities in both public and private markets.
Smarter outcomes through portfolio options
Multi-asset, multi-manager strategies combining the advantages of active management and the cost savings of passive management
11 Year of enrollment portfolios
Designed for those beneficiaries who are expected to enroll in qualified education programs between the target years of the portfolio. Seek to achieve long-term growth of capital while preserving capital as they approach their applicable target year of enrollment date.
4 Target risk portfolios
Provide access to broad asset classes, combining exchange traded funds, mutual funds and life insurance funding agreements. Allocations gradually becoming more focused toward capital preservation and volatility control as the risk target becomes more conservative.
15 Individual portfolios
Investors may choose from a wide variety of investment options to create their own personalized investment plan.
- Available in A, C and R unit classes.
- We streamlined asset management and account fees, and used passive investments where appropriate, to lower the annual costs of investing in the Year of Enrollment and Target Risk Portfolios.
- The Scholar’s Edge Capital Preservation Portfolio contains a guarantee by Principal Life Insurance Company that its annual interest rate will be at least one percent.
Unit class availability varies by broker-dealer. Please check with your firm for details on how the plan is offered.
Glide path innovation
Discover how your portfolio’s asset allocation changes over time
Creating an asset class mix designed to help manage investment risk at every time frame up to the expected year of enrollment
Non-linear glidepath designed to minimize volatility in the Year of Enrollment Portfolios before education funds are needed.
Utilizes a number of investment managers and their disciplines—choosing active managers for the asset classes where it matters most.
Active asset allocation and monitoring by dedicated manager research team.
The power of compounding
Time is on your side
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Opportunities for contribution and gifting
Making brighter tomorrows a reality through smarter choices for education savings
Dream
How do you make education dreams come true? Discover the many ways you can benefit from a 529 plan to achieve your educational goals.
Learn
It’s easier to achieve educational goals with the right planning. Learn the advantages of a 529 plan and how it can be used to benefit you.
Start saving today
Dream big. Learn more. Save for the future.
Take the first step in securing your loved one’s education today with the Scholar’s Edge 529 Plan.
Take the first step