June 2020 Webinar: 529 & ABLE Product in Focus

By Paul Curley, CFA | paul.curley@issmarketintelligence.com | June 30, 2020

View the June webinar recording, part of our 529 & ABLE Solutions monthly webinar series.

Led by Paul Curley, Director of Savings Research at ISS Marketing Intelligence, the 529 & ABLE Product in Focus webinar provided an overview of the unique product structures of 529 plans and ABLE accounts from an investment line-up, platform structure and functionality perspective.

Diving deep into these three sections, the session provided an update on conservative investment line-ups, ESG offerings, share class usage and fees, and also shared insight into current customer and advisor satisfaction and product developments in demand going forward.

The presentation highlighted the annual 529 Industry Analysis report, industry announcements, and data, research and legislative updates. Click here to watch the recording on-demand.