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:

• Employer Benefit News (EBN), “Take your financial wellness benefits to the next level with 529 plans.” Editor’s Take: Jennifer Uhlar of TIAA who works as a college savings specialist with the Michigan Education Savings Program (MESP) provides insight on how employer benefit managers can help take the financial pressure off their employees by offering a college savings plan with or without an employer match. The article provides insight into the benefits from an employer perspective, and how 529 product providers can help employer benefit providers through webinars, on-site events, new hire orientations, benefits fairs, and integration into other benefits such as 401(k) plans.
• JD Supra, “2025 estate planning opportunities.” Editor’s Take: 529s are one of the cornerstones of estate planning, and JD Supra also provided tips for newlyweds and expecting parents here. 529s provide an opportunity across all generations, and read the articles to learn more.
• 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 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, advisors and employers; 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

Please Save the Dates for 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 Dimensional for the Branding Sponsorship
  • Thank you Inktel 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!