Help clients give their loved ones an edge.

529 resources to assist clients

Strengthen relationships with your employer plan clients by providing new resources for education savings.

Help employers

Timely social media posts to open 529 conversations with your clients throughout the year.

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Access our extensive content library to help manage your clients' education savings needs.

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Access four calculators designed to help navigate your client's education savings and payment plans.

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Utilize the Scholar's Edge 529 comparison tool to compare other advisor-sold 529 plans with ours.

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