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  • 529 College Savings Plan
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    Invest in a child's higher education More

  • My Account
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    Check the performance of your College Savings Account More

  • Performance
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    View long-term hypothetical performance More

  • Funds and Managers
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    Find out about the fund managers. More


This material is not intended to be used, nor can it be used by any taxpayer, for the purpose of avoiding U.S. federal, state, or local tax penalties. This material is written to support the promotion or marketing of the transaction(s) or matter(s) addressed by this material. Pacific Life Insurance Company, Pacific Life Funds, Pacific Life Funds 529 College Savings Plan (MT), its distributor, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

The Pacific Life Funds 529 College Savings Plan (MT) is approved and issued by the state of Montana and offered through the Montana Family Education Savings Program (MFESP).

Investors should carefully consider the risks, charges, and limitations of a 529 College Savings Plan. This and other information are in the Pacific Life Funds 529 College Savings Plan (MT) Plan Description Handbook and the Pacific Life Funds prospectus that should be read carefully before investing. The program, the principal, and the returns of this 529 plan are not guaranteed or insured by the state of Montana, Pacific Life Funds, Pacific Life Insurance Company, or College Savings Bank. For residents of states other than Montana, their state may offer state income tax benefits not available through an investment in the Pacific Life Funds 529 Plan (MT).

Pacific Life Funds 529 College Savings Plan (MT) is underwritten and distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC, registered with the MSRB), a subsidiary of Pacific Life Insurance Company, and is available through licensed third-party broker/dealers registered with the MSRB.