Editor's Picks

Issue 289:
– News & Research
– 529 Conference 2022

529 Dash, Required Reading for Your 529 Education:
The goal of the 529 Dash is to help institutions and financial professionals who help 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 529 plans and ABLE accounts.

Please Read, Engage and Share.

Paul Curley, CFA
Associate Director
529 & ABLE Solutions, 
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • AKF Consulting, “College Savings Nation 2022: 529 Plans Maintain the Status Quo.” Editor’s Take: Thank you AKF Consulting for creating and sharing your annual update on 529 plans and trends. Read, learn and share.
  • Morningstar, “Annual 529 College-Savings Plan Landscape.” Editor’s Take: Morningstar released its annual 529 industry update with an analysis of three 529 plans, a review of state tax benefits and an update on trends in 529 fees.
  • ISS Insights, “Top Trends in 529 in 2022.” Editor’s Take: On May 25, 2022, Paul Curley, Director of 529 & ABLE Research at ISS Market Intelligence, and Tim Gorrell, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, provided a 529 webinar on 529 reminders, tips and best practices; Key themes in 2022 impacting the 529 industry; Q1 2022 529 & ABLE market sizing and talking points; New industry insights from ISS MI’s annual survey of parents; and 529 & ABLE industry announcements and product enhancements. Click the link to watch the replay, learn, and share.
  • 529 Insiders, “1Q 2022 529 and ABLE Market Sizing Highlights.” Editor’s Take: What was the 529 and ABLE market sizing as of 1Q 2022 (March 31, 2022)? Read, learn and share.
Events: 529 Conference 2022

529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.


  • Registration now open here; Early Bird registration rate available until June 16, 2022
  • Venue tab includes access to event hotel room block information here
Read more
June 6th, 2022
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EDITORIAL: Paul Curley
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