Editor's Picks

Issue 269:
– 529 & ABLE News & Research
– 529 Virtual Conference 2021

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
Director of 529 & ABLE Research
ISS Market Intelligence
Twitter: @PaulCurleyBC

529 & ABLE News & Research

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

  • Thank you Nasdaq TradeTalks for interviewing live from the 529 Conference 2021 on November 4, 2021 with Jill Malandrino and:
    • Paul Curley, CFA, Director of 529 & ABLE Research, ISS Market Intelligence, on “How Transparency Drives Growth in the 529 Space”
    • Devin McCarthy, Managing Director, Nasdaq Fund Network, on “Nasdaq’s Role in College Savings”
    • Jordan LeeFounder & CEO, Backer, on “How Fintech is Enabling the Next Generation of 529 Savers”
    • Peg Creonte, President, Ascensus Government Savings, on “Dispelling Rumors as it Relates to Saving for Educational Expenses”
    • Rob Percival, SVP, Strategic Relationships, Orion Advisor Solutions, on “How the 529 Space Continues to Evolve with Technology and Awareness”
    • Tarun Garg, Director, Head of College Savings, BlackRock, on “The Importance of College Savings”
    • Anthony Poto, Director – National Accounts, MFS Fund Distributors, Inc., on “Helping Families Develop a Plan to Saving for Their Future Education”
    • Richard Ellis, Executive Director, my529, on “The Future of Higher Education”
  • The Seattle Times, “What you need to know about paying (and saving) for college.” Editor’s Take: Thank you Washington College Savings Plans for providing an overview of how to save and pay for college, and for highlighting the GET and Dreamahead programs. Read to learn more.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of November 12, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 12 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 71 cosponsors
Events: 529 Virtual Conference 2021

When: November 2-4, 2021
Where: Virtual
What & Why: 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 across the 529 and ABLE community. Agenda and speaker line-up is here.
How to Access Replay of Sessions On Demand:

  • Registered? For those registered for the 529 Virtual Conference 2021, click here to enter the event’s Attendee Hub where you can view replays of sessions until February 2, 2022. 
    • Instructions: 
      • Go to Attendee Hub, click Schedule, click All Sessions, click session name, and then ‘Replay’ button.
      • Or go to Attendee Hub, click On Demand, click session name.
  • Not Registered? Register here

Questions: Read FAQ here.

November 15th, 2021
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EDITORIAL: Paul Curley
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