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, market data 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• AKF Consulting, “Education Savings Nation 2023: Going Beyond Just College Savings.” Editor’s Take: AKF Consulting’s newest annual white paper on 529s provides two trends and two opportunities for state administrators and industry participants to keep top of mind. Always a favorite of mine, and so would recommend that you read, bookmark and share.
• Cision, “Betterment at Work Expands Financial Benefits Platform with 529 Savings Solution Powered By Ascensus.” Editor’s Take: Great announcement on 529 product enhancements that will help millions of families across the U.S. to save for education. Congrats to Ascensus and Betterment, and click the link to learn more. 
• ISS Insights, “ISS Market Intelligence Releases Annual 529 Industry Analysis Report.” Editor’s Take: The annual report provides insight into the education financial planning decision making process of parents, based on a new proprietary survey fielded in April 2023. Click the link to learn more.
• 529 Insiders, “Target Market Analysis 2023: Trend of Parents Using 529s in 2023 vs 2017-2019.” Editor’s Take: What percentage of parents save for education with 529s in 2023, and how does that compare to pre-COVID levels in 2017, 2018, and 2019? Click the link to learn more.
• 529 Insiders, “1Q 2023 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.

• Dates: 529 Conference 2023 will be held from September 19-21, 2023
• Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
• Agenda: Now available here.
• Registration: Now open here.
• Venue: Link to event room block here.
• Agenda Updates: 
  • Natalie Cordova, CPA, Executive Director, Education Trust Board of New Mexico, has been confirmed as a speaker on the “Legislative & Regulatory Developments” 529 Conference panel.
  • Jeannette Haen, Vice President, Education Planning Consultant, Wealth Solutions Group | Investment Solutions, Robert W. Baird & Co., has been confirmed as a speaker on the “Product Strategy, Trends and Outlook” 529 Conference panel.
  • Edward Kaminski, Corporate Vice President – Business Consultant, New York Life Stable Value, has been confirmed as a speaker on the “Stable Value for 529s” 529 Conference panel.

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

• IL ABLE Newsletter, “Lunch & Learn Webinar IL ABLE Accounts: What Illinois Agencies and Disability Service Providers Need to Know.” Editor’s Take: On July 19, 2023, Illinois ABLE will host an informational webinar specifically for Illinois agency and disability service providers who service clients with disabilities as an agent under power of attorney, guardian or social security representative payee. Subscribe to the newsletter to get updates on upcoming webinars.
• ABLE National Resource Center, “May 11: New York ABLE Presentation Spotlight.” Editor’s Take: Thank you ABLE NRC for creating and sharing this 1-hour webinar in collaboration with NY ABLE. Watch, learn and share.
• ABLE Today, “ABLE Accounts: A New Tool to Support People with Disabilities – Your Employees & Your Community.” Editor’s Take: On July 20, 2023, ABLE Today will host a webinar in partnership with the Society of Human Resource Management (SHRM). Register today to learn more.
• 529 Insiders, “1Q 2023 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 1Q 2023 (March 31, 2023)? Click the link to learn more.
• ABLE Summit 2023: 5th Annual In-Person Dedicated Event on ABLE Accounts
  • What: With the launch of ABLE accounts in 2016, we’re dedicating sessions at the 529 Conference 2023 to product training, networking and best practices on how organizations are involved in the ABLE industry, and how they can successfully evolve to drive growth of ABLE accounts from a consumer, legislative, product, marketing, distribution and outlook perspective. Help build momentum and join the conversation by registering for the event today. 
  • Dates: September 21, 2023
  • Location: The Ritz-Carlton Orlando, Grande Lakes, Florida, USA.
  • Agenda: Now available here.
  • Registration: Now open here.
  • Venue: Link to event room block here.
  • Agenda Updates: 
    • Kandi Pickard, President and CEO, National Down Syndrome Society, has been confirmed as a speaker on the “ABLE Outlook: Challenges & Opportunities” ABLE Summit panel.
    • John Finch, Director, ABLE United, has been confirmed as a speaker on the “Community, Legislative, Product, Marketing & Distribution Perspective” ABLE Summit panel.

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