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
Executive Director
ISS Market Intelligence
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

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

• College Savings Foundation (CSF), “High school students lean in to shouldering the cost of higher ed by saving, working and living at home, says College Savings Foundation.” Editor’s Take: CSF fielded its 16th annual youth survey on how families approach the education financial planning process. Read the article here and infographic here to learn key findings and takeaways.
• Oregon College Savings Plan, “Save up with BottleDrop.” Editor’s Take: Oregon College Savings Plan has teamed up with BottleDrop to allow returns from bottle and can returns to get directly deposited into Oregon 529 accounts. Since launching the program, over 6,942 families have used the program to earn over $2.01 million in 529 contributions by recycling over 20.10 million cans and bottles. In turn, Oregon residents can receive a state tax deduction through their 529 contributions. Therefore, families can earn their dime back and more through the state income tax deduction for each and every can and bottle recycled. Research shows that those that aggregate the largest 529 balances come from those that make automatic recurring contributions and one-time contributions throughout the year. Therefore, have the education financial planning conversation today, and make sure you incorporate positive money habits into the game plan. 
• ISS Market Intelligence, “529 Day 2025: Top Trends in 529 Plans” Webinar on May 29th at 1pm EST. Editor’s Take: Hosted by Paul Curley, CFA, Executive Director at ISS Market Intelligence, and Trisha Good, Executive Director of Ohio’s 529 Plan, CollegeAdvantage, ISS MI’s Q2 2025 529 Day webinar will provide you with: New themes and updates on education financial planning; Key developments impacting the 529 landscape in 2025; 529 market sizing, trends and insights in 2025; 529 reminders, tips and best practices; New industry intelligence from ISS MI’s annual surveys of parents fielded in April 2025; 529 & ABLE industry announcements and product enhancements. Please register here for the webinar and see you there.
• 529 Insiders, “4Q 2024 529 & ABLE market sizing highlights.” Editor’s Take: Click the link to learn more about 529 and ABLE market sizing as of December 31, 2024.
• ISS Status Boards: K-12, Student Loans & Apprenticeships, and 529 to Roth Distributions

529 Conference 2025 by ISS Market Intelligence:

• Dates: September 29 – October 1, 2025
• Location: Ritz-Carlton Orlando, Grande Lakes, Florida, USA
• Registration: Register here
• Hotel Room: Book in event room block here
• Sunday, September 28: Welcome Reception
• Monday, September 29: Day 1 – 529 Essentials Seminar
• Tuesday, September 30: Day 2 – 529 Conference Panels, Presentations & Roundtables
• Wednesday, October 1: Day 3 – 529 Conference Final Day of Panels, Presentations & Roundtables
• Updates:
  • Thank you Principal for the Tuesday Evening Sponsored Networking Event
  • Thank you MFS for the Networking Refreshment Break Sponsorship
  • Thank you Catalis for the Networking Refreshment Break Sponsorship
  • Thank you Franklin Templeton for the Branding Sponsorship

Please forward the e-newsletter to a friend to subscribe using the link here, or click “reply” anytime to connect or share feedback, thoughts, and ideas on the newsletter or industry trends. Cheers to creating a great day!