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Helpful Resources for 529 Plans

Allianz Global Investors
Allianz Global Investors is a diversified active investment manager, managing $598 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 25 locations in the US, Europe and Asia Pacific, we are well-positioned to deliver key local insights to our clients wherever they are.

We employ over 690 investment professionals worldwide. This includes over 400 in Europe and over 100 both in the USA and in Asia Pacific.

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

Data as of December 31, 2017


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 has been working together for more than 100 years to deliver opportunity to students and their parents. It also provides information on over 6,000 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.

Grassroots® Research is a division of Allianz Global Investors that commissions investigative market research for asset-management professionals. Research data used to generate Grassroots® Research reports are received from independent, third-party contractors who supply research that, subject to applicable laws and regulations, may be paid for by commissions generated by trades executed on behalf of clients.


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