Editor's Picks

Issue 242:
– News & Research
– 529 Conference 2021
– 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 education financial planning, 529 plans and ABLE accounts.

Please Read, Engage and Share.

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

News & Research: Article Round-Up

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

  • Ohio’s 529 Plan, CollegeAdvantage, “Updates coming to Ohio 529 website, CollegeAdvantage.com.” Editor’s Take: Congrats to the Ohio Tuition Trust Authority team on launching new informational pages and an information hub, and making its website more accessible. The article provides an overview of the new layout including sections on learn, plan, start and manage. Click the article to learn more about the enhancement, and click here to watch the replay of the ISS webinar from December 2020 with Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage.
  • Morgan Stanley, “Invest in your Future.” Editor’s Take: Thank you John Hesse of Morgan Stanley for highlighting this most recent video release on the importance of 529s and college financial planning. Thank you Morgan Stanley for helping to get the message out, and watch to learn more.
  • Plansponsor, “Investment product and services.” Editor’s Take: The article announced that Wisconsin and Voya Investment Management reduced fees on Tomorrow’s Scholar 529 program. Read to learn more.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • CalABLE, “Quarterly”. Editor’s Take: Thank you Dante Allen and CalABLE for creating and writing this round-up of six updates to your program, industry and resources. Read to learn more.
  • ABLE Age Adjustment Act: 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 April 8, 2021, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 6 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 31 cosponsors
Events: 529 Conference 2021

When: November 2-4, 2021

  • 529 Essentials: November 2
  • 529 Conference: November 3 and 4
  • ABLE Summit: November 4

Where: Ritz-Carlton, Orlando, Florida
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.

Updates: 

  • Please save the date of November 2-4, 2021.
  • Event website has been launched here.
  • Registration to open soon.
 
April 12th, 2021
Contact Us
EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
Advertising:Austin Ulep
austin.ulep@issmarketintelligence.com
   
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