OVERVIEW | AGE-BASED | SELECT FUND | CUSTOMIZED

Exciting New Changes to Your CollegeAccess 529 Plan:
New Offerings and Portfolio Changes effective July 1, 2008

How Your Contributions Are Invested
The Program includes basic investment options: Age-Based Investment Portfolios, Customized Investment Portfolios and Select (individual) Fund Investment Portfolios.1

The Investment Portfolios that are currently available are listed below. You may allocate contributions to any one or more of these Investment Portfolios.2

Age-Based Investment Portfolios:

  • Aggressive Growth (Ages 0-4)
  • Growth (Ages 5-8)
  • Growth & Income (Ages 9-13)
  • Income (Ages 14-18)
  • Capital Preservation (Ages over 18)

Customized Investment Portfolios:

  • Diversified Bond

Select Fund (individual-fund) Portfolios
(which invest in the following underlying funds):

  • PIMCO All Asset Fund
  • PIMCO Real Return Fund

 

1. Certain Portfolios are not available to those who invest directly. Only South Dakota residents and Account Owners who designate a South Dakota resident as Beneficiary can invest directly in the CollegeAccess 529 Plan. Residents of states other than South Dakota can invest in the CollegeAccess 529 Plan only through a Financial Advisor. Additional fees apply for investments made through a Financial Advisor. See Plan Disclosure Statement for details.

2. Purchases of Class SD-D Units of any of the Age-Based Investment Portfolios must correspond to the Beneficiary's age. Purchases of any of the Age-Based Investment Portfolios made through a financial need not correspond to the Beneficiary's age. See the Plan Disclosure Statement for details.

Certain of the investment management firms that manage underlying mutual Funds in the Program — Nicholas-Applegate, Oppenheimer Capital, Pacific Investment Management Company (PIMCO) and RCM — are affiliated with the Program Manager, Allianz Global Investors Distributors, LLC.

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, investors 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.

Please read the current CollegeAccess 529 Plan Disclosure Statement, before investing.

CollegeAccess 529 Plan is a Section 529 college savings plan sponsored by the State of South Dakota, and managed and distributed by Allianz Global Investors Distributors LLC,
1345 Avenue of the Americas, New York, NY 10105-4800, 1-866-529-7462.

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