Issue 284:
– 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• Alaska 529 Press Release, “Alaska 529 launches two of the most generous education savings incentive programs in the country.” Editor’s Take: Congratulations to Alaska 529 for launching a new incentive program to encourage new 529 accounts and automatic contributions into new and existing accounts. Read the press release or plan website here to learn more.
• Flywire Career Opportunity, “Program Manager, EDU Partnerships.” Editor’s Take: Flywire is a global payments enablement and software company founded to support the education industry. The firm is seeking to hire a new full-time USA remote role to support their sales and relationship management team, and click the link to learn more.
• Ohio’s 529 CollegeAdvantage, “529s aren’t just for children. Adults can use them, Too.” Editor’s Take: Thank you Ohio Tuition Trust Authority (OTTA) for showing how adults can use 529s to accelerate their career, upskill, retrain, maintain credentials, or pivot careers. Read the article to learn more, and thank you OTTA for writing and sharing this timely piece as we start to exit the work from home environment.

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

Updates: 

• More information to be announced in this section here.

• 1Q 2022 529 Fee Analysis Quarterly report by ISS Market Intelligence has been released on April 9th for subscribers. The quarterly market data report for subscribers only benchmarks and reports trends on 529 savings plans by average total asset based fees by industry overall, channel, investment type, and plans as of March 31, 2022. Learn more here.

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