Editor's Picks

Issue 215:
– Monthly Webinar Series
– News & Research

– Events: 529 Conference 2020
– ABLE Act Column

529 Dash, Required Reading for Your 529 Education:
 The goal of the 529 Dash is to address the specific needs and concerns of institutions, advisers and financial professionals who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
529 & ABLE Solutions, ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

Monthly Webinar Series

529 Direct Channel, Demographics & Back to School

  • August’s webinar by Paul Curley of 529 & ABLE Solutions will cover trends in the 529 direct channel, review participant demographics based on proprietary research by ISS Market Intelligence, discuss FAFSA and financial aid updates, and examine back-to-school trends and recent developments. Additionally, the session will highlight 529 and ABLE industry announcements, 2Q 2020 quarterly data updates, and close with Q&A. Please register today, and thank you for your support.
Read more
News & Research: Article Round-Up

Here is what you need to know from stories, research and data released this week:

  • 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE Market Sizing as of 2Q 2020? Click the article to learn more.
  • CollegeAdvantage, “Automatic 529 contributions build college savings.” Editor’s Take: Learn the 6 tips to build college savings, and now it is more important than ever to save and save efficiently to build up those accounts. Read to learn more.
  • GiftofCollege.com, “Infographic: Paying for college – Americans feel the strain.” Editor’s Take: Timely visual built around data on the rising difficulty of college financial planning for parents. View, learn and grow.
  • Law.com, “Treatment of 529 account in divorce settlement agreement.” Editor’s Take: The article provides an overview of a unique benefit for 529 plans around the topic of divorce. Read to learn more about how 529s solves an important issue around divorce and the discussion of college financial planning around potential of divorce.
Events: 529 Conference 2020

When: September 21-25, 2020
Where: 
Virtual
What: 
The 529 Conference is a highly interactive and educational industry gathering where you’ll learn from and network with the entire 529 and ABLE ecosystem. To ensure product training, insight and networking continuity across the 529 and ABLE community while ensuring safety of our attendees, we are transitioning our event to a digital experience in 2020.
How: Registration is now open at 529Conference.com

Updates:

  • Jim Diskin, CFA, Vice President, Stable Value, Prudential Retirement, has been confirmed as speaker on the “Keynote Address sponsored by Prudential” 529 Conference session.
  • Rachel Ramos, Senior Product Manager, North American Client Group, Capital Group | American Funds, has been confirmed as a panelist on the “Product Strategy, Trends and Outlook” 529 Conference session.
  • Brennan Hannon, BFA, Business Development Manager, CollegeInvest, has been confirmed as a panelist on the “Differentiating Your Plan in the Direct- and Employer-Sold Channels” 529 Conference session.
  • Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” and “Keynote Address sponsored by Prudential” 529 Conference sessions.
  • 529 Conference 2020 event website has added speaker bios on the navigation tab.
Read more
ABLE Act Column
  • 529 Insiders, “2Q 2020 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE Market Sizing as of 2Q 2020? Click the article to learn more.
  • Boston College Center for Retirement Research, “Disabilities and the toll of irregular hours.” Editor’s Take: With the upcoming potential sunset of the ABLE to Work Act, the article helps us focus on the work schedules of potential eligible users of ABLE accounts and the hurdles faced by them and their families. Read to learn more.
  • ABLE Summit 2020 on September 25, 2020:
    • Agenda Update: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence, has been confirmed as moderator of the “ABLE Outlook: Challenges & Opportunities” ABLE Summit 2020 panel.
    • Event Update: Registration for the ABLE Summit 2020 is now open here, and thank you for your support.
 
August 24th, 2020
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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