Editor's Picks

– News & Research
– Data
– ABLE Act Column
– Events

529 Dash, Required Reading for Your 529 Education: The goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions 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 529s, ABLE accounts and education financial planning.

Please Read, Engage and Share.

Paul Curley, CFA
Director of Savings Research
paul.curley@strategic-i.com
Twitter: @PaulCurleyBC

News & Research: Article Round-Up

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

  • Business Wire, “The Hartford Announces Loan Repayment Plan To Help Reduce Employees Student Debt.” Editor's Take: Congrats to Gradifi and The Hartford for launching the student loan repayment employee benefit for The Hartford employees in 2020. Also, this provide another example of the trend of more firms offering college financial planning employer benefits. Read the article to learn more.
  • Appletree Business Services, “Smart tactics to manage student debt.” Editor's Take: Solid list on how to reduce and eliminate student loan debt.
  • Tuck, “Tuck social venture fund (TSVF) invests in college savings startup.” Editor's Take: Dartmouth's TSVF has made its third investment since founding in 2015. The first investment was Education Modified in 2017, the second investment was Brightfied Transportation Solutions in 2018 and third investment in 2019 (via equity stake) was CollegeBacker, a Silicon Valley startup with the goal of helping more families to save and save efficiently for college with 529 plans. Thank you Jordan Lee for founding CollegeBacker, and read the article to learn more.

Data: 2Q 2019 529 and ABLE Market Sizing Update

Here is the latest 529 and ABLE market data by Strategic Insight that can be used by the media and other organizations.

Read more
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families.

News, Research, Data & Resources:

  • MLive (YouTube), “MiABLE launches campaign to promote disability savings program in West Michigan.” Editor's Take: Thank you for creating and sharing this video on the launch of the “I Will Never Lose” campagain to raise awareness and understanding of ABLE accounts. Watch the video to learn more.
  • Social Media Buzz, “Tweets. Media.” Editor's Take: Thank you STABLE NH for helping to build awareness of ABLE accounts.
  • ABLE Afternoon Summit 2019 Agenda Update: Scott De Varona, Division Director, MiABLE, Michigan Department of Treasury, has been confirmed as a panelist on the “ABLE Implementation: Product, Marketing & Distribution Perspective” ABLE Afternoon Summit session.

Events: SI 529 Conference 2019

When: September 23-25, 2019
Where: Ritz-Carlton, Amelia Island, Florida.
What: The 529 Conference is a highly interactive and educational industry gathering where you’ll meet and network with the entire 529 and ABLE ecosystem.
How: Register here.

Read more
 
August 12th, 2019
Contact Us
EDITORIAL: Paul Curley
paul.curley@strategic-i.com
Advertising:Austin Ulep
austin.ulep@strategic-i.com
   
Subscribe to 529 Dash
Facebook
LinkedIn
Twitter
BrightScope / CIO / FWW / Investor Economics / LiquidMetrix / Market Metrics / Matrix Solutions / PLANADVISER / Plan For Life / PLANSPONSOR / Simfund To Unsubscribe, click here

This newsletter has been prepared using information and sources we believe to be reliable; however, we make no representation as to its accuracy, adequacy or completeness, nor do we assume responsibility for any errors or omissions or for any results obtained from the use of this report, including any action taken with respect to securities referred to in this report. Our employees may from time to time acquire, hold or sell a position in securities mentioned herein. We may from time to time perform services for any company mentioned in this report. This report is not a prospectus or representation intended to use in the purchase or sale of any securities mentioned in this report.