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Enhancements to Investment Options


The CollegeAccess 529 Plan Web site provides investors and financial advisors with a better way to obtain information surrounding 529 Plans and the benefits they provide. The CollegeAccess 529 Plan offers access to several of the country’s largest and most respected investment management firms featuring a robust menu of investment portfolios. We hope that you find the information provided on this site informative so you can put the best to work for a child’s future.

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NOTICE: CollegeAccess 529 Plan accounts are not insured by any state, and neither the principal deposited nor any investment return is guaranteed by any state. Furthermore, the accounts are not insured, nor the principal or any investment return guaranteed, by the federal government or any federal agency.

 

Before investing, an individual should consider whether their state of residency — or their intended designated beneficiary's state of residency — offers any benefit, such as a state tax deduction, or any other benefits that are only available for investments in that state's 529 savings program.

 

An investor should consider the investment objectives, risks, and charges and expenses of the CollegeAccess 529 Plan before investing. This and other important information is in the Plan Disclosure Statement, which should be read carefully before investing, and which is available on this Web site. Click here to download a copy.

 

The Program Manager for the CollegeAccess 529 Plan is Allianz Global Investors Distributors LLC, 1633 Broadway, New York, NY 10019-7585, 1-866-529-7462. The Plan is issued by the South Dakota Higher Education Savings Trust and is underwritten by Allianz Global Investors Distributors LLC.

 

Withdrawals from a 529 Plan for qualified expenses are free from federal income tax. Qualified expenses include tuition and fees, room and board, books and other supplies.

 

State taxes may apply for residents of states other than South Dakota. Speak to your tax or financial advisor.

 

Non-qualified withdrawals are subject to federal income tax and a 10% penalty tax on earnings, with some exceptions, and may also be subject to state tax.

 

Please see the Plan Disclosure Statement  for our privacy policy.

 

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