Issue 319

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
Twitter: @PaulCurleyBC

529 News & Research

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

  • Ohio Tuition Trust Authority, “Ohio 529 Executive Director Tim Gorrell Announces His Retirement.” Editor’s Take: Tim Gorrell is a true leader, and it has been an honor working with him on 529 plans for many years including webinars in December 2022 and May 2022. Learn more about Ohio’s 529 CollegeAdvantage, and go to their website to sign up for their newsletters, check out their social media pages, and more.
  • Municipal Securities Rulemaking Board (MSRB), “MSRB seeks candidates for visiting scholar program.” Editor’s Take: MSRB has announced that they are seeking candidates for their next Visiting Scholar, and applications are due June 20, 2023. The opportunity provides academics with an opportunity to conduct research to elevate the understanding of the municipal securities market structure and efficiency. Click the link to learn more about the program and its past visiting scholars.
  • Catalis, “Catalis launches innovative prepaid debit cards for the Mississippi Affordable College Savings Program.” Editor’s Take: Congrats to Catalis on the launch of this product enhancement that will improve the efficiency to process 529 distributions. Click the link to learn more. 
  • 529 Insiders, “4Q 2022 529 market sizing highlights.” Editor’s Take: What was the 529 market sizing as of 4Q 2022 (December 31, 2022)? Click the link to learn more.
ABLE News & Research

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

  • Mom Autism Money, “The ABLE Age Adjustment Act passed! with Paul Curley, CFA.” Editor’s Take: Joyce and Brynne of Mom Autism Money recorded a podcast with Paul Curley of ISS Market Intelligence on the ABLE Age Adjustment Act, the current landscape of ABLE accounts, and the outlook of ABLE accounts and people with disabilities. Please listen, learn and share.
  • AKF Consulting, “ABLE America 2022.” Editor’s Take: Congrats to Andrea Feirstein and AKF Consulting on creating and releasing another annual market report on ABLE. This year’s report includes two observations on the current state of the industry, as well as two future considerations on the outlook of the industry. Always insightful, and so do read, learn and share. 
  • CalABLE, “CalABLE Quarterly.” Editor’s Take: In April, CalABLE released its quarterly newsletter. Read, learn about ABLE accounts, and share.
  • Maryland ABLE, “Events.” Editor’s Take: Maryland ABLE is hosting a number of outreach events and webinars in April, and click the link to learn more.
  • 529 Insiders, “4Q 2022 ABLE market sizing highlights.” Editor’s Take: What was the ABLE market sizing as of 4Q 2022 (December 31, 2022)? Click the link to learn more.
Events: 529 Conference 2023
  • 2023 Save the Date: 529 Conference 2023 will be held from September 19-21, 2023, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. Please register today and look here to view announcements as released.
  • Registration now open here
  • Early Bird Registration Rate ends June 15, 2023 
  • Event Website
  • Agenda Updates:
    • Andrea Feirstein, Managing Director, AKF Consulting Group, has been confirmed as presenter of the “Plan Governance & Administration Best Practices” 529 Essentials Seminar session.
    • David Smith, CFA, Managing Director, Marquette Associates, has been confirmed as presenter of the “Structuring & Evaluating the Investment Lineup” 529 Essentials Seminar session.
April 24th, 2023
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