Editor's Picks

Issue 297:
– 529 News & Research
– ABLE Act Column
– 529 Conference 2022
– ISS Proprietary Data & Research Update

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, 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
paul.curley@issmarketintelligence.com
Twitter: @PaulCurleyBC

529 News & Research

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

  • 529 Insiders, “2Q 2022 529 Market Sizing Highlights.” Editor’s Take: What was the 529 market sizing as of June 30, 2022? Read to learn more.
  • Consumer Reports, “How to withdraw money from a 529 college savings plan.” Editor’s Take: Thank you Penny Wang for quoting and sourcing ISS Market Intelligence in the article, and for helping families understand and become more aware of 529s. Read to learn more.
ABLE Act Column

ABLE accounts are tax-advantaged savings accounts for certain individuals with disabilities and their families. 
News, Research, Data & Resources:

  • 529 Insiders, “2Q 2022 ABLE Market Sizing Highlights.” Editor’s Take: What was the ABLE market sizing as of June 30, 2022? Read the article to learn more.
  • ABLEnow, “Eligibility Quiz.” Editor’s Take: Thank you ABLEnow for launching the eligibility quiz, and congrats on the launch of your expense tracker for account owners and group enrollment functionality. Click the links to learn more.
  • ABLE Age Adjustment Act Status Board: The bill would increase the age of onset for eligibility to open an ABLE account from 26 years old to 46 years old. As of August 10, 2022, the bill sponsorship was as follows:
    • Senate (S331): 1 sponsor and 21 cosponsors
    • Congress Sponsorship (HR1219): 1 sponsor and 89 cosponsors

ABLE Afternoon Summit: October 19, 2022 at the 529 Conference 2022 in Orlando  

  • Registration is now available
  • Kenyatta A. Chandler, Director of STABLE Account, Office of Ohio Treasurer, has been confirmed as a speaker on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit panel
  • Jose Rafael Gamboa, Vice President, Relationship Management, Ascensus, has been confirmed as a speaker on the “ABLE Landscape: Meeting the Needs from All Perspectives” ABLE Afternoon Summit panel
Events: 529 Conference 2022

529 Conference 2022 will be held from October 17-19, 2022, at The Ritz-Carlton Orlando, Grande Lakes, Florida, USA. 

Updates: 

Agenda Updates: 

  • Emory Nelms, UX Director | Government Savings Programs, Ascensus, has been confirmed as the speaker on the “Keynote Address: Meeting users where they are: leveraging technology and behavioral science to increase savings” 529 Conference session
  • Shannon Salinas, Associate General Counsel, Investment Company Institute (ICI), has been confirmed as a speaker on the “Legislative & Regulatory Developments” 529 Conference panel
  • William Thompson, Deputy Executive Director, Florida Prepaid Tuition Board, has been confirmed as a speaker on the “Direct-Sold Marketing Strategies” 529 Conference panel
  • Lael Oldmixon, M.Ed, Executive Director, Education Trust of Alaska, has been confirmed as a speaker on the “Direct-Sold Marketing Strategies” 529 Conference panel
  • George Betzios, Founding Partners, Spectra Professional Services, and Kaprel Ozsolak, Founding Partners, Spectra Professional Services, have been confirmed as presenters of the “Fundamentals of College Savings Plan Operations” 529 Essentials seminar
  • Rachel Biar, Assistant State Treasurer, NEST 529 Education Savings Program Director, Nebraska State Treasurer’s Office, and Chair, College Savings Plans Network, has been confirmed as a speaker on the “Outlook for 529s in 2023 & Beyond” 529 Conference panel
  • Isaac Chota, 529 & DAF Product Manager, UBS Financial Services Inc., has been confirmed as a speaker on the “National Broker-Dealer’s View on Product, Marketing and Distribution Strategies” 529 Conference panel
  • Dave O’Brien, Program Director, EDU Partnerships, Flywire, has been confirmed as moderator of the “Product Strategy, Trends and Outlook” 529 Conference panel
ISS Market Intelligence Proprietary Data & Research Update
  • Based on a proprietary survey of parents fielded in April 2022 by ISS Market Intelligence, the 529 Industry Analysis 2022 report provides subscribers with actionable guidance on how 529 product providers and distributors can enhance their legislative, product, marketing and distribution strategies based on the market demand, demographic shifts and sentiment of parents and their families. The report also provides an overview of the education financial planning landscape, 529 landscape, demographics, product developments, marketing, and distribution. Learn more here.
 
August 15th, 2022
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EDITORIAL: Paul Curley
paul.curley@issmarketintelligence.com
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paul.curley@issmarketintelligence.com
   
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