Caps and Gowns
Helpful Resources for 529 Plans

Allianz Global Investors
Allianz Global Investors is a diversified active investment manager, managing EUR 345 billion in assets for individuals, families and institutions worldwide.

We have created a business that enables us to meet the demands of our clients on a local basis and that empowers our investment managers to focus on achieving strong and consistent investment results. With 23 locations in 18 markets, we are well-positioned to deliver key local insights to our clients wherever they are.

We have more than 500 investment professionals – including portfolio managers averaging more than a decade of experience with our firm.

In addition to specialised in-house research teams around the globe that carry out indepth analysis across economic and industrial sectors, our GrassrootsSM Research offers insight that extends far beyond funda-mental analysis.


Allianz Tuition Insurance

Most families plan to pay for 4 years of college – but studies show that more than 65% of students will take longer. That’s just one reason to consider the benefits of Allianz Tuition Insurance. Families can choose from a range of plans offering up to 100% reimbursement for tuition and fees in the event a covered student withdraws as the result of a covered illness, injury, mental health disorder or a family emergency.

Terms, conditions, and exclusions apply.


College Board

This national association serves more than 7 million students and their parents. It also provides information on over 3,500 colleges and universities.


College Savings Plans Network (CSPN)

This Web site provides detailed information about 529 college savings plans and allows you to compare plans from around the country.


U.S. Department of Education

This Web site provides information on the federal financial aid process, including eligibility requirements and eligible schools, and features the Free Application For Federal Student Aid (FAFSA). The FAFSA application must be completed in order for a college student to qualify for federal and state student grants, work-study, and loans.