529 Dash, Required Reading for Your 529 Education: 
The goal of the 529 Dash e-newsletter is to help institutions, financial professionals, employers, and families 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

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

• T.Rowe Price 529, “AMP up your education with the Account Momentum Program.” Editor’s Take: Thank you T.Rowe Price and Education Trust of Alaska for launching this new $250 incentive program for new accounts opened and funded in 2026. For those holding off opening a 529 until the right time, learn more about this incentive program, review the terms and conditions, and have the education financial planning discussion today.
• U.S. Bureau of Labor Statistics, “Employment status of the civilian population 25 years and over by educational attainment.” Editor’s Take: Market data by the U.S. Bureau of Labor Statistics clearly confirms that higher levels of education are directly related to higher levels of income and inversely related to unemployment rates through all market cycles. The value of education and career training continues to rise, and therefore so does the value of 529s. Save and save efficiently with 529s for education and career training from a tax, financial aid, and estate planning perspective. 
• 529 Insiders, “4Q 2025 529 & ABLE market sizing highlights.” Editor’s Take: 529s continue to grow from an assets, accounts and gross sales perspective as expanding qualified expenses reach a broadening target market which fuels the implementation of ease-of-use enhancements with its greater scale which generates the next cycles of growth momentum. Click the link to learn more about 529 and ABLE market sizing as of December 31, 2025.

• Date: May 29, 2026
• Time: 12pm-1pm EST
• Register: Here
• Title: 529 Day 2026: Top Trends in 529 Plans
• Description:

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 529 webinar celebrates 30 years of 529s and builds awareness and understanding of 529s through:

• • 529 reminders, tips and best practices
  • New themes and updates on education financial planning for families
  • Key developments impacting the 529 landscape in 2026 
  • 529 market sizing, trends and insights in 2026
  • New industry intelligence from ISS MI’s annual surveys of parents, advisors, and employers
  • 529 & ABLE industry announcements and product enhancements

Whether you’re supporting families (including your own), working with employee benefit solutions, advising clients, or shaping the industry, this webinar provides practical product training, actionable best practices, and data‑driven insight into where the 529 market has been—and where it’s heading next.

• Dates: September 23–25, 2026
• Location: JW Marriott Nashville
• Hotel Room: Book in room block here
• Event Website: Link
• Registration: Now open here
• Event Updates: 
  • Abha Mohla, Director, Market Regulation, Municipal Securities Rulemaking Board, has been confirmed as presenter, teacher and trainer of the “Municipal Rulemaking & Advertising Regulation Overview” 529 Essentials Seminar session.
  • Thank you Manulife John Hancock Investments for your support of the event as a Networking Refreshment Break Sponsor
  • Thank you MFS Investment Management for your support of the event as a Networking Refreshment Break Sponsor
  • Thank you Prudential for your support of the event as a Branding Sponsor

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.